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
576
$4.59K ﹤0.01%
500
577
$4.54K ﹤0.01%
25
578
$4.45K ﹤0.01%
100
579
$4.33K ﹤0.01%
240
580
$4.3K ﹤0.01%
108
581
$4.08K ﹤0.01%
200
582
$3.87K ﹤0.01%
50
583
$3.62K ﹤0.01%
160
584
$3.58K ﹤0.01%
300
585
$3.38K ﹤0.01%
120
586
$3.34K ﹤0.01%
500
587
$2.97K ﹤0.01%
65
588
$2.92K ﹤0.01%
2,000
-1,000
589
$2.74K ﹤0.01%
20,000
590
$2.74K ﹤0.01%
150
591
$2.67K ﹤0.01%
52
592
$2.63K ﹤0.01%
65
593
$2.53K ﹤0.01%
120
594
$2.46K ﹤0.01%
56
595
$2.25K ﹤0.01%
25
596
$1.95K ﹤0.01%
33
597
$1.92K ﹤0.01%
50
598
$1.92K ﹤0.01%
25
599
$1.9K ﹤0.01%
950
600
$1.79K ﹤0.01%
25
22 23
24
25 26