OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+7.22%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$231M
AUM Growth
+$8.5M
(+3.8%)
Cap. Flow
-$4.75M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
35.11%
Holding
663
New
27
Increased
60
Reduced
142
Closed
27
Top Buys
| 1 |
IES Holdings
IESC
|
+$599K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$549K |
| 3 |
Coherent
COHR
|
+$249K |
| 4 |
Super Micro Computer
SMCI
|
+$233K |
| 5 |
BW LPG
BWLP
|
+$232K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$800K |
| 2 |
Eli Lilly
LLY
|
+$407K |
| 3 |
Apple
AAPL
|
+$385K |
| 4 |
Arbor Realty Trust
ABR
|
+$364K |
| 5 |
Novo Nordisk
NVO
|
+$253K |
Sector Composition
| 1 | Technology | 26.93% |
| 2 | Industrials | 8.62% |
| 3 | Healthcare | 8.07% |
| 4 | Financials | 8.05% |
| 5 | Communication Services | 5.78% |
