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
576
$7.37K ﹤0.01%
150
577
$7.15K ﹤0.01%
100
578
$7.03K ﹤0.01%
40
-25
579
$6.89K ﹤0.01%
+500
580
$6.73K ﹤0.01%
1,000
581
$6.72K ﹤0.01%
400
582
$6.63K ﹤0.01%
200
583
$6.61K ﹤0.01%
261
584
$6.52K ﹤0.01%
2,000
585
$6.41K ﹤0.01%
80
586
$6.4K ﹤0.01%
360
587
$6.31K ﹤0.01%
100
588
$6.26K ﹤0.01%
270
589
$6.21K ﹤0.01%
200
590
$6.19K ﹤0.01%
600
591
$6.16K ﹤0.01%
21
592
$6.08K ﹤0.01%
40
593
$5.97K ﹤0.01%
350
594
$5.89K ﹤0.01%
312
595
$5.87K ﹤0.01%
145
596
$5.8K ﹤0.01%
52
597
$5.75K ﹤0.01%
65
598
$5.66K ﹤0.01%
500
599
$5.65K ﹤0.01%
124
600
$5.63K ﹤0.01%
40
-40
22 23
24
25 26