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
601
$5.61K ﹤0.01%
100
602
$5.47K ﹤0.01%
153
603
$5.34K ﹤0.01%
100
604
$5.33K ﹤0.01%
300
605
$5.3K ﹤0.01%
148
606
$5.29K ﹤0.01%
254
607
$5.25K ﹤0.01%
646
+6
608
$5.14K ﹤0.01%
119
609
$5.13K ﹤0.01%
36
610
$4.86K ﹤0.01%
40
611
$4.84K ﹤0.01%
500
612
$4.73K ﹤0.01%
150
613
$4.41K ﹤0.01%
200
614
$4.34K ﹤0.01%
75
615
$4.34K ﹤0.01%
+1,000
616
$4.25K ﹤0.01%
266
617
$4.23K ﹤0.01%
50
618
$4.12K ﹤0.01%
155
619
$4.08K ﹤0.01%
58
620
$4K ﹤0.01%
20,000
621
$3.91K ﹤0.01%
255
622
$3.89K ﹤0.01%
108
-4
623
$3.76K ﹤0.01%
52
624
$3.71K ﹤0.01%
100
625
$3.68K ﹤0.01%
102
23 24
25
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