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
501
$16.1K 0.01%
350
502
$15.4K 0.01%
1,300
503
$15.3K 0.01%
500
504
$15.2K 0.01%
281
505
$14.9K 0.01%
86
506
$14.9K 0.01%
+100
507
$14.7K 0.01%
200
-100
508
$14.7K 0.01%
301
509
$14.7K 0.01%
310
510
$14.5K 0.01%
400
511
$14.3K 0.01%
425
512
$14.3K 0.01%
3,550
513
$14K 0.01%
50
-6
514
$13.9K 0.01%
1,000
515
$13.9K 0.01%
704
516
$13.8K 0.01%
75
-125
517
$13.7K 0.01%
300
518
$13.7K 0.01%
30
519
$13.6K 0.01%
100
520
$13.4K 0.01%
1,000
521
$13.4K 0.01%
700
522
$13.3K 0.01%
303
523
$12.9K 0.01%
100
524
$12.9K 0.01%
1,000
-2,700
525
$12.9K 0.01%
608
+43
19 20
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