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
26
$1.58M 0.68%
4,044
-175
27
$1.57M 0.68%
9,241
-855
28
$1.52M 0.66%
13,870
+500
29
$1.5M 0.65%
138,603
30
$1.47M 0.63%
27,550
-2,100
31
$1.43M 0.62%
8,645
-380
32
$1.39M 0.6%
2,691
33
$1.37M 0.59%
7,205
-100
34
$1.28M 0.55%
2,585
+25
35
$1.19M 0.51%
14,170
36
$1.16M 0.5%
3,803
-350
37
$1.14M 0.49%
3,836
38
$1.14M 0.49%
6,359
+3,065
39
$1.13M 0.49%
2,970
40
$1.13M 0.49%
18,000
41
$1.13M 0.49%
5,400
42
$1.11M 0.48%
135,490
-9,200
43
$1.1M 0.47%
3,950
44
$1.06M 0.46%
15,484
-228
45
$1.05M 0.45%
8,974
-300
46
$1.05M 0.45%
3,825
-377
47
$1.05M 0.45%
36,046
-3,075
48
$1.01M 0.44%
237,104
-7,477
49
$1.01M 0.44%
2,430
-267
50
$1.01M 0.44%
3,850
-200
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2
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