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
451
$17.1K 0.01%
500
452
$16.9K 0.01%
250
453
$16.8K 0.01%
200
454
$16.5K 0.01%
125
455
$16.5K 0.01%
700
456
$16.1K 0.01%
75
457
$16.1K 0.01%
303
458
$15.9K 0.01%
271
459
$15.8K 0.01%
301
460
$15.5K 0.01%
1,000
461
$15.2K 0.01%
1,300
462
$15.1K 0.01%
445
463
$15K 0.01%
700
464
$15K 0.01%
2,200
465
$14.9K 0.01%
125
466
$14.8K 0.01%
343
467
$14.8K 0.01%
245
468
$14.6K 0.01%
50
469
$14.6K 0.01%
1,300
470
$14.2K 0.01%
180
+80
471
$14.2K 0.01%
727
+58
472
$14.1K 0.01%
50
473
$14K 0.01%
500
474
$13.8K 0.01%
50
475
$13.8K 0.01%
400