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
$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 28.55%
2 Financials 8.17%
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
601
$496 ﹤0.01%
34
602
$408 ﹤0.01%
10
603
$393 ﹤0.01%
62
604
$379 ﹤0.01%
100
605
$372 ﹤0.01%
10
606
$322 ﹤0.01%
200
607
$274 ﹤0.01%
19
608
$165 ﹤0.01%
8
609
$127 ﹤0.01%
20
610
$124 ﹤0.01%
8
611
$109 ﹤0.01%
5
612
$104 ﹤0.01%
8
613
$37 ﹤0.01%
1
614
$14 ﹤0.01%
5
615
$9 ﹤0.01%
1
616
$9 ﹤0.01%
2
617
– –
-1,000
618
– –
-41,992
619
– –
-2,000
620
– –
-16
621
– –
-175
622
– –
-250
623
– –
-662
624
– –
-200
625
– –
-100
22 23 24
25
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