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
601
$1.78K ﹤0.01%
12
602
$1.7K ﹤0.01%
5
603
$1.52K ﹤0.01%
50
604
$1.38K ﹤0.01%
50
605
$1.35K ﹤0.01%
40
606
$1.29K ﹤0.01%
26
607
$1.28K ﹤0.01%
15
608
$1.22K ﹤0.01%
+50
609
$1.06K ﹤0.01%
46
610
$1.05K ﹤0.01%
50
611
$899 ﹤0.01%
19
612
$873 ﹤0.01%
55
613
$836 ﹤0.01%
21
614
$689 ﹤0.01%
36
-102
615
$675 ﹤0.01%
10
616
$588 ﹤0.01%
62
617
$558 ﹤0.01%
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$543 ﹤0.01%
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619
$492 ﹤0.01%
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620
$471 ﹤0.01%
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621
$449 ﹤0.01%
50
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$422 ﹤0.01%
10
623
$392 ﹤0.01%
10
-10
624
$301 ﹤0.01%
19
625
$229 ﹤0.01%
8
23 24
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26 27