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
551
$7.55K ﹤0.01%
150
552
$7.34K ﹤0.01%
+200
553
$7.25K ﹤0.01%
100
554
$6.7K ﹤0.01%
100
-100
555
$6.43K ﹤0.01%
200
-500
556
$6.36K ﹤0.01%
200
557
$6.29K ﹤0.01%
150
558
$6.18K ﹤0.01%
80
559
$6.09K ﹤0.01%
+337
560
$6.08K ﹤0.01%
60
561
$6.03K ﹤0.01%
200
562
$5.98K ﹤0.01%
+253
563
$5.89K ﹤0.01%
433
-3,081
564
$5.83K ﹤0.01%
148
565
$5.72K ﹤0.01%
2,000
566
$5.64K ﹤0.01%
+20
567
$5.38K ﹤0.01%
124
568
$5.3K ﹤0.01%
173
569
$5.29K ﹤0.01%
500
-300
570
$5.11K ﹤0.01%
650
571
$5.09K ﹤0.01%
200
572
$5.02K ﹤0.01%
250
573
$4.96K ﹤0.01%
2,000
574
$4.73K ﹤0.01%
53
575
$4.64K ﹤0.01%
200
21 22
23
24 25