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
451
$24.9K 0.01%
10
452
$24.4K 0.01%
500
-275
453
$23.5K 0.01%
100
454
$23.2K 0.01%
2,768
455
$23.1K 0.01%
8,000
456
$22.8K 0.01%
+1,200
457
$22.6K 0.01%
400
458
$22.5K 0.01%
1,000
459
$22.5K 0.01%
1,040
460
$22.3K 0.01%
425
461
$22.2K 0.01%
100
462
$22.1K 0.01%
325
463
$21.8K 0.01%
+160
464
$21.7K 0.01%
1,831
465
$21.6K 0.01%
400
-38
466
$21.5K 0.01%
335
467
$20.9K 0.01%
578
+6
468
$20.7K 0.01%
200
469
$20.5K 0.01%
1,406
-1,000
470
$20.5K 0.01%
402
471
$20.5K 0.01%
846
+6
472
$20.4K 0.01%
700
-200
473
$20.2K 0.01%
44
474
$20.1K 0.01%
17
+5
475
$20.1K 0.01%
560
17 18
19
20 21