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
501
$10.6K ﹤0.01%
150
502
$10.5K ﹤0.01%
501
503
$10.4K ﹤0.01%
200
504
$10.4K ﹤0.01%
604
505
$10.3K ﹤0.01%
10
506
$10.3K ﹤0.01%
1,000
507
$10.1K ﹤0.01%
400
508
$9.92K ﹤0.01%
1,198
-396
509
$9.78K ﹤0.01%
140
510
$9.71K ﹤0.01%
21
511
$9.69K ﹤0.01%
200
512
$9.62K ﹤0.01%
165
513
$9.61K ﹤0.01%
100
514
$9.59K ﹤0.01%
350
515
$9.57K ﹤0.01%
312
516
$9.56K ﹤0.01%
99
517
$9.53K ﹤0.01%
42
518
$9.36K ﹤0.01%
65
519
$9.27K ﹤0.01%
393
520
$9.2K ﹤0.01%
250
521
$9.11K ﹤0.01%
200
522
$8.9K ﹤0.01%
2,000
523
$8.84K ﹤0.01%
126
524
$8.79K ﹤0.01%
706
525
$8.47K ﹤0.01%
550
-100