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
451
$20.4K 0.01%
601
452
$19.9K 0.01%
1,000
453
$19.8K 0.01%
429
454
$19.7K 0.01%
1,000
455
$19.6K 0.01%
8,000
456
$19.3K 0.01%
650
457
$18.9K 0.01%
200
458
$18.4K 0.01%
245
+65
459
$18.2K 0.01%
445
-560
460
$18K 0.01%
400
461
$17.9K 0.01%
1,993
462
$17.7K 0.01%
100
-32
463
$17.7K 0.01%
+46
464
$17.6K 0.01%
125
465
$17.5K 0.01%
125
466
$17.4K 0.01%
250
467
$17.4K 0.01%
271
468
$17.3K 0.01%
50
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469
$17.3K 0.01%
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470
$17K 0.01%
593
471
$17K 0.01%
75
472
$16.6K 0.01%
250
473
$16.5K 0.01%
212
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474
$16.4K 0.01%
250
475
$16.4K 0.01%
290
17 18
19
20 21