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
26
$1.52M 0.67%
13,108
-210
27
$1.49M 0.66%
3,067
-53
28
$1.48M 0.65%
3,494
-550
29
$1.48M 0.65%
2,585
30
$1.42M 0.63%
9,241
31
$1.41M 0.62%
16,145
32
$1.4M 0.62%
18,502
-2,900
33
$1.37M 0.61%
22,400
+4,400
34
$1.35M 0.59%
138,603
35
$1.31M 0.58%
14,170
36
$1.24M 0.55%
2,791
+100
37
$1.21M 0.54%
3,836
38
$1.21M 0.53%
3,825
39
$1.21M 0.53%
136,610
+1,120
40
$1.18M 0.52%
6,718
+359
41
$1.14M 0.51%
15,366
-118
42
$1.09M 0.48%
34,846
-1,200
43
$1.09M 0.48%
3,753
-50
44
$1.04M 0.46%
5,300
-100
45
$1.02M 0.45%
7,330
+125
46
$996K 0.44%
2,930
-40
47
$984K 0.43%
4,790
+75
48
$976K 0.43%
3,850
49
$949K 0.42%
8,523
-300
50
$945K 0.42%
2,230
-200
1
2
3 4 5