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
526
$10.1K ﹤0.01%
42
527
$9.5K ﹤0.01%
1,000
528
$9.5K ﹤0.01%
99
529
$9.49K ﹤0.01%
+10
530
$9.46K ﹤0.01%
100
531
$9.45K ﹤0.01%
393
532
$9.44K ﹤0.01%
21
533
$9.4K ﹤0.01%
200
534
$9.29K ﹤0.01%
12
535
$9.27K ﹤0.01%
200
536
$9.21K ﹤0.01%
312
537
$9.02K ﹤0.01%
126
+1
538
$9.01K ﹤0.01%
250
539
$8.88K ﹤0.01%
1,000
540
$8.45K ﹤0.01%
+300
541
$8.34K ﹤0.01%
200
542
$8.29K ﹤0.01%
+400
543
$8.24K ﹤0.01%
150
544
$8.2K ﹤0.01%
706
545
$8.04K ﹤0.01%
500
546
$8.02K ﹤0.01%
30
547
$7.78K ﹤0.01%
360
548
$7.76K ﹤0.01%
4,056
549
$7.73K ﹤0.01%
350
550
$7.6K ﹤0.01%
28