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
$231M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$549K
3
+$249K
4
SMCI icon
Super Micro Computer
SMCI
+$233K
5
BWLP icon
BW LPG
BWLP
+$232K

Top Sells

1
+$800K
2
+$407K
3
+$385K
4
ABR icon
Arbor Realty Trust
ABR
+$364K
5
NVO icon
Novo Nordisk
NVO
+$253K

Sector Composition

1 Technology 26.93%
2 Industrials 8.62%
3 Healthcare 8.08%
4 Financials 8.05%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25.1K 0.01%
500
-500
427
$24.6K 0.01%
50
428
$24.6K 0.01%
870
+9
429
$24.4K 0.01%
615
430
$24.4K 0.01%
1,000
431
$23.5K 0.01%
1,000
432
$23.4K 0.01%
750
433
$23.2K 0.01%
220
-100
434
$23K 0.01%
1,150
435
$22.8K 0.01%
876
436
$22.7K 0.01%
2,000
-1,000
437
$22.6K 0.01%
600
438
$22.4K 0.01%
500
439
$22.4K 0.01%
450
440
$22.2K 0.01%
+100
441
$22.1K 0.01%
1,000
442
$22K 0.01%
1,000
443
$22K 0.01%
200
444
$21.7K 0.01%
41
-17
445
$21.5K 0.01%
343
446
$21.4K 0.01%
220
447
$21.4K 0.01%
46
448
$20.8K 0.01%
146
-200
449
$20.7K 0.01%
+200
450
$20.6K 0.01%
276
16 17
18
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