OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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 28.54%
2 Financials 8.18%
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
526
$8.16K ﹤0.01%
+200
527
$8.12K ﹤0.01%
192
-6,800
528
$7.87K ﹤0.01%
200
529
$7.78K ﹤0.01%
100
530
$7.56K ﹤0.01%
12
531
$7.44K ﹤0.01%
150
532
$7.28K ﹤0.01%
25
-400
533
$7.07K ﹤0.01%
170
-734
534
$6.86K ﹤0.01%
650
+600
535
$6.6K ﹤0.01%
4,056
536
$6.49K ﹤0.01%
20
537
$6.27K ﹤0.01%
344
+7
538
$6.03K ﹤0.01%
200
539
$5.98K ﹤0.01%
80
540
$5.81K ﹤0.01%
60
541
$5.8K ﹤0.01%
150
542
$5.77K ﹤0.01%
253
543
$5.75K ﹤0.01%
150
544
$5.65K ﹤0.01%
76
-200
545
$5.48K ﹤0.01%
193
-400
546
$5.46K ﹤0.01%
200
547
$5.46K ﹤0.01%
200
548
$5.44K ﹤0.01%
200
549
$5.4K ﹤0.01%
173
550
$5.33K ﹤0.01%
148
20 21
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