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
501
$13.7K 0.01%
50
502
$13.5K 0.01%
75
503
$13.5K 0.01%
330
504
$13.5K 0.01%
1,000
505
$13.2K 0.01%
100
506
$13.1K 0.01%
168
507
$13.1K 0.01%
1,000
508
$13K 0.01%
100
509
$12.9K 0.01%
75
-75
510
$12.5K 0.01%
213
511
$12.4K 0.01%
200
512
$12.4K 0.01%
310
513
$12.2K 0.01%
175
514
$11.7K 0.01%
417
515
$11.3K ﹤0.01%
150
516
$11.2K ﹤0.01%
88
-5
517
$11.1K ﹤0.01%
+200
518
$11.1K ﹤0.01%
1,000
519
$11K ﹤0.01%
100
520
$10.9K ﹤0.01%
+500
521
$10.8K ﹤0.01%
604
522
$10.8K ﹤0.01%
+486
523
$10.7K ﹤0.01%
165
524
$10.7K ﹤0.01%
300
525
$10.6K ﹤0.01%
65