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
26
$1.32M 0.65%
15,240
+950
27
$1.32M 0.65%
20,666
+1,302
28
$1.31M 0.64%
13,404
+950
29
$1.31M 0.64%
17,015
-274
30
$1.3M 0.64%
7,041
-100
31
$1.3M 0.64%
3,805
+100
32
$1.23M 0.6%
10,353
-2,139
33
$1.22M 0.6%
5,972
+1,000
34
$1.21M 0.59%
4,920
+500
35
$1.17M 0.57%
44,500
-3,018
36
$1.17M 0.57%
102,782
37
$1.16M 0.57%
10,481
38
$1.14M 0.56%
11,075
-200
39
$1.11M 0.54%
6,688
+226
40
$1.09M 0.54%
14,150
41
$1.09M 0.53%
6,924
-99
42
$1.07M 0.52%
138,703
-2,000
43
$1.04M 0.51%
2,559
+424
44
$1.04M 0.51%
30,978
+1,900
45
$1.04M 0.51%
4,140
-50
46
$1.03M 0.5%
5,101
47
$1.02M 0.5%
44,652
-185
48
$1.01M 0.49%
3,125
+250
49
$991K 0.49%
19,225
50
$983K 0.48%
11,009
-1,500
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