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
$230M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Sells

1 +$555K
2 +$273K
3 +$195K
4
NVMI icon
Nova
NVMI
+$165K
5
AAPL icon
Apple
AAPL
+$124K

Sector Composition

1 Technology 27.41%
2 Financials 9.17%
3 Industrials 8.34%
4 Communication Services 6.42%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXPE icon
576
Expedia Group
EXPE
$31.8B
$2.02K ﹤0.01%
12
VGSH icon
577
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$1.94K ﹤0.01%
33
KD icon
578
Kyndryl
KD
$6.02B
$1.93K ﹤0.01%
46
MJ icon
579
Amplify Alternative Harvest ETF
MJ
$165M
$1.92K ﹤0.01%
107
DOCN icon
580
DigitalOcean
DOCN
$4.53B
$1.86K ﹤0.01%
65
VCR icon
581
Vanguard Consumer Discretionary ETF
VCR
$6.39B
$1.81K ﹤0.01%
5
NIO icon
582
NIO
NIO
$16.9B
$1.72K ﹤0.01%
500
GLBE icon
583
Global E Online
GLBE
$6.18B
$1.68K ﹤0.01%
50
QQQJ icon
584
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$704M
$1.6K ﹤0.01%
50
VNT icon
585
Vontier
VNT
$5.51B
$1.48K ﹤0.01%
40
LBTYA icon
586
Liberty Global Class A
LBTYA
$3.61B
$1.2K ﹤0.01%
120
ETH
587
Grayscale Ethereum Mini Trust ETF
ETH
$2.46B
$1.19K ﹤0.01%
50
GSG icon
588
iShares S&P GSCI Commodity-Indexed Trust
GSG
$998M
$1.1K ﹤0.01%
50
OPEN icon
589
Opendoor
OPEN
$5.07B
$1.04K ﹤0.01%
1,950
BATRK icon
590
Atlanta Braves Holdings Series B
BATRK
$2.44B
$982 ﹤0.01%
21
SPYM
591
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.2B
$727 ﹤0.01%
10
STIM icon
592
Neuronetics
STIM
$156M
$698 ﹤0.01%
200
AMPL icon
593
Amplitude
AMPL
$1.34B
$620 ﹤0.01%
50
-600
MQ icon
594
Marqeta
MQ
$2.04B
$583 ﹤0.01%
100
JPST icon
595
JPMorgan Ultra-Short Income ETF
JPST
$34B
$557 ﹤0.01%
11
ZIMV
596
DELISTED
ZimVie
ZIMV
$514 ﹤0.01%
55
BATRA icon
597
Atlanta Braves Holdings Series A
BATRA
$2.65B
$492 ﹤0.01%
10
NOV icon
598
NOV
NOV
$5.62B
$423 ﹤0.01%
34
LION icon
599
Lionsgate Studios
LION
$1.99B
$395 ﹤0.01%
+68
LILAK icon
600
Liberty Latin America Class C
LILAK
$1.59B
$386 ﹤0.01%
62