OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1 +$292K
2 +$241K
3 +$235K
4
PWR icon
Quanta Services
PWR
+$233K
5
UNP icon
Union Pacific
UNP
+$205K

Top Sells

1 +$327K
2 +$255K
3 +$214K
4
NVDA icon
NVIDIA
NVDA
+$200K
5
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$148K

Sector Composition

1 Technology 23.36%
2 Healthcare 9.57%
3 Industrials 8.35%
4 Financials 8.06%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$30.9K 0.02%
500
427
$30.9K 0.02%
1,000
428
$30.9K 0.02%
197
429
$30.7K 0.02%
925
+8
430
$30.5K 0.02%
1,882
431
$30.3K 0.01%
1,058
432
$29.9K 0.01%
+419
433
$29.5K 0.01%
600
434
$29.3K 0.01%
2,100
435
$29.2K 0.01%
302
436
$28.1K 0.01%
3,000
437
$28.1K 0.01%
3,000
438
$27.7K 0.01%
380
439
$27.4K 0.01%
560
440
$27.2K 0.01%
750
441
$27.1K 0.01%
500
442
$26.7K 0.01%
900
443
$26.1K 0.01%
217
444
$25.9K 0.01%
1,700
445
$25.8K 0.01%
1,014
446
$25.7K 0.01%
200
447
$25.6K 0.01%
1,314
448
$25.4K 0.01%
622
449
$25.3K 0.01%
265
450
$25K 0.01%
1,250
-350