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
$227M
AUM Growth
-$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1 +$309K
2 +$270K
3 +$230K
4
TSLA icon
Tesla
TSLA
+$203K
5
D icon
Dominion Energy
D
+$169K

Top Sells

1 +$887K
2 +$548K
3 +$543K
4
SMCI icon
Super Micro Computer
SMCI
+$434K
5
NVO icon
Novo Nordisk
NVO
+$409K

Sector Composition

1 Technology 28.55%
2 Financials 8.17%
3 Industrials 7.88%
4 Healthcare 7.09%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$20.6K 0.01%
1,000
427
$20.1K 0.01%
330
428
$19.8K 0.01%
8,000
429
$19.6K 0.01%
220
430
$19.5K 0.01%
1,000
431
$19.3K 0.01%
300
-1,000
432
$19.3K 0.01%
400
433
$19.2K 0.01%
41
434
$19.2K 0.01%
650
435
$19.1K 0.01%
200
436
$19.1K 0.01%
146
437
$18.9K 0.01%
1,000
438
$18.9K 0.01%
46
439
$18.9K 0.01%
1,000
440
$18.8K 0.01%
427
441
$18.6K 0.01%
1,000
-150
442
$18.6K 0.01%
1,993
443
$18.5K 0.01%
220
444
$18.5K 0.01%
46
445
$18.2K 0.01%
1,000
446
$18.1K 0.01%
615
447
$17.8K 0.01%
100
448
$17.8K 0.01%
208
449
$17.5K 0.01%
290
450
$17.1K 0.01%
601