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
$200M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Sells

1 +$733K
2 +$429K
3 +$404K
4
ABR icon
Arbor Realty Trust
ABR
+$234K
5
DDOG icon
Datadog
DDOG
+$204K

Sector Composition

1 Technology 19.8%
2 Healthcare 12.26%
3 Financials 8.51%
4 Industrials 6.99%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
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