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
551
$5.29K ﹤0.01%
240
552
$4.96K ﹤0.01%
124
553
$4.79K ﹤0.01%
100
554
$4.77K ﹤0.01%
500
555
$4.74K ﹤0.01%
2,000
556
$4.74K ﹤0.01%
25
557
$4.73K ﹤0.01%
360
558
$4.7K ﹤0.01%
53
559
$4.69K ﹤0.01%
200
560
$4.63K ﹤0.01%
50
561
$4.58K ﹤0.01%
+300
562
$4.46K ﹤0.01%
+1,500
563
$4.33K ﹤0.01%
500
564
$4.14K ﹤0.01%
+96
565
$3.79K ﹤0.01%
200
566
$3.6K ﹤0.01%
160
567
$3.54K ﹤0.01%
52
568
$3.18K ﹤0.01%
300
569
$3.14K ﹤0.01%
120
570
$3.12K ﹤0.01%
2,015
+1,033
571
$3.11K ﹤0.01%
65
572
$3.03K ﹤0.01%
50
-200
573
$2.99K ﹤0.01%
150
574
$2.91K ﹤0.01%
108
575
$2.73K ﹤0.01%
50
21 22
23
24 25