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
476
$20K 0.01%
500
477
$19.3K 0.01%
250
478
$19.1K 0.01%
300
479
$19.1K 0.01%
429
480
$19K 0.01%
207
481
$18.9K 0.01%
165
482
$18.7K 0.01%
103
-154
483
$18.5K 0.01%
90
-110
484
$18.3K 0.01%
319
485
$18.1K 0.01%
800
486
$17.9K 0.01%
268
-135
487
$17.6K 0.01%
600
488
$17.4K 0.01%
800
489
$17.2K 0.01%
+444
490
$17.1K 0.01%
1,000
491
$17.1K 0.01%
583
492
$17.1K 0.01%
50
493
$17K 0.01%
1,500
494
$16.9K 0.01%
1,000
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495
$16.8K 0.01%
500
496
$16.8K 0.01%
350
497
$16.7K 0.01%
2,000
498
$16.6K 0.01%
300
499
$16.3K 0.01%
872
+4
500
$16.3K 0.01%
744
18 19
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