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
476
$13.2K 0.01%
100
477
$13.1K 0.01%
1,100
478
$13.1K 0.01%
75
479
$13K 0.01%
800
480
$12.9K 0.01%
210
-100
481
$12.9K 0.01%
100
-100
482
$12.9K 0.01%
168
483
$12.6K 0.01%
300
484
$12.4K 0.01%
59
-12
485
$12.3K 0.01%
75
486
$12.3K 0.01%
1,000
487
$12.2K 0.01%
1,000
488
$12.2K 0.01%
500
-4,600
489
$12.1K 0.01%
213
490
$11.9K 0.01%
200
491
$11.8K 0.01%
100
492
$11.6K 0.01%
1,000
493
$11.6K 0.01%
88
494
$11.1K ﹤0.01%
2,000
495
$11K ﹤0.01%
486
496
$10.8K ﹤0.01%
1,000
-1,000
497
$10.8K ﹤0.01%
300
498
$10.8K ﹤0.01%
417
499
$10.8K ﹤0.01%
+125
500
$10.7K ﹤0.01%
28
18 19
20
21 22