OIA
Optimum Investment Advisors Portfolio holdings
AUM
$252M
1-Year Est. Return
26.44%
This Fund
S&P 500
1 Year Est. Return
+26.44%
AUM
$252M
AUM Growth
+$21.7M
(+9.4%)
Holding
630
Top Buys
| 1 | +$431K | |
| 2 | +$353K | |
| 3 | +$286K | |
| 4 |
NuScale Power
SMR
|
+$254K |
| 5 |
Parsons
PSN
|
+$231K |
Top Sells
| 1 | +$560K | |
| 2 | +$256K | |
| 3 | +$173K | |
| 4 |
Apple
AAPL
|
+$159K |
| 5 |
Shopify
SHOP
|
+$149K |
Sector Composition
| 1 | Technology | 28.54% |
| 2 | Financials | 8.83% |
| 3 | Industrials | 8.51% |
| 4 | Communication Services | 6.55% |
| 5 | Healthcare | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Invesco S&P SmallCap Momentum ETF
XSMO
$2.22B
| – | – |
-253
|
|
||
627
CF Industries
CF
$14.5B
| – | – |
-200
|
|
||
|
CHX
628
DELISTED
ChampionX
CHX
| – | – |
-200
|
|
||
629
Devon Energy
DVN
$25B
| – | – |
-1,500
|
|
||
630
Elevance Health
ELV
$76B
| – | – |
-75
|
|