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
551
$10.2K 0.01%
200
552
$10.1K 0.01%
300
553
$9.99K ﹤0.01%
150
554
$9.94K ﹤0.01%
+500
555
$9.87K ﹤0.01%
1,050
556
$9.67K ﹤0.01%
212
557
$9.28K ﹤0.01%
161
558
$9.25K ﹤0.01%
393
559
$9.13K ﹤0.01%
1,095
560
$8.94K ﹤0.01%
604
561
$8.89K ﹤0.01%
520
562
$8.57K ﹤0.01%
200
563
$8.5K ﹤0.01%
+100
564
$8.36K ﹤0.01%
4,056
565
$8.29K ﹤0.01%
100
566
$8.21K ﹤0.01%
477
567
$8.21K ﹤0.01%
100
568
$8.15K ﹤0.01%
50
569
$8.1K ﹤0.01%
300
570
$7.89K ﹤0.01%
835
571
$7.77K ﹤0.01%
180
572
$7.7K ﹤0.01%
250
573
$7.68K ﹤0.01%
122
574
$7.55K ﹤0.01%
1,000
575
$7.53K ﹤0.01%
25
21 22
23
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