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
526
$12.8K 0.01%
+400
527
$12.8K 0.01%
280
528
$12.7K 0.01%
+250
529
$12.7K 0.01%
630
530
$12.5K 0.01%
168
-37
531
$12.5K 0.01%
700
532
$12.4K 0.01%
50
-25
533
$12.3K 0.01%
260
+2
534
$12.3K 0.01%
400
535
$12.1K 0.01%
+500
536
$11.8K 0.01%
290
-2,000
537
$11.6K 0.01%
1,000
538
$11.5K 0.01%
+200
539
$11.5K 0.01%
455
540
$11.4K 0.01%
1,000
541
$11.3K 0.01%
125
542
$11.2K 0.01%
100
543
$10.9K 0.01%
500
544
$10.9K 0.01%
1,000
545
$10.7K 0.01%
1,000
546
$10.6K 0.01%
113
547
$10.6K 0.01%
1,058
548
$10.5K 0.01%
138
-24
549
$10.5K 0.01%
+1,000
550
$10.4K 0.01%
100
20 21
22
23 24