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
476
$16.4K 0.01%
303
477
$16.3K 0.01%
700
478
$16.2K 0.01%
208
-15
479
$16.2K 0.01%
+501
480
$15.8K 0.01%
200
481
$15.7K 0.01%
1,300
482
$15.7K 0.01%
400
483
$15.4K 0.01%
1,000
484
$15.3K 0.01%
+1,300
485
$15K 0.01%
+100
486
$14.9K 0.01%
427
487
$14.9K 0.01%
1,100
-776
488
$14.7K 0.01%
200
489
$14.7K 0.01%
140
490
$14.6K 0.01%
+2,500
491
$14.4K 0.01%
+1,000
492
$14.3K 0.01%
+2,000
493
$14.3K 0.01%
71
+5
494
$14.2K 0.01%
669
+60
495
$14.2K 0.01%
1,000
496
$14K 0.01%
800
497
$14K 0.01%
2,200
498
$14K 0.01%
700
499
$13.8K 0.01%
1,594
-406
500
$13.8K 0.01%
50
18 19
20
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