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
576
$2.4K ﹤0.01%
20,000
577
$2.27K ﹤0.01%
56
578
$2.24K ﹤0.01%
25
579
$2.24K ﹤0.01%
12
580
$2.21K ﹤0.01%
65
581
$2.18K ﹤0.01%
500
582
$2.1K ﹤0.01%
25
583
$1.92K ﹤0.01%
33
584
$1.88K ﹤0.01%
5
585
$1.86K ﹤0.01%
25
586
$1.73K ﹤0.01%
26
587
$1.62K ﹤0.01%
15
588
$1.59K ﹤0.01%
46
589
$1.57K ﹤0.01%
50
590
$1.54K ﹤0.01%
50
591
$1.53K ﹤0.01%
120
592
$1.46K ﹤0.01%
40
593
$1.36K ﹤0.01%
50
594
$1.09K ﹤0.01%
50
595
$803 ﹤0.01%
21
596
$767 ﹤0.01%
55
597
$689 ﹤0.01%
10
598
$554 ﹤0.01%
11
599
$537 ﹤0.01%
36
600
$513 ﹤0.01%
68
22 23
24
25 26