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
626
$3.63K ﹤0.01%
+3,000
627
$3.58K ﹤0.01%
50
628
$3.57K ﹤0.01%
32
629
$3.52K ﹤0.01%
+2,000
630
$3.43K ﹤0.01%
9
631
$3.42K ﹤0.01%
100
632
$3.41K ﹤0.01%
100
633
$3.39K ﹤0.01%
100
634
$3.34K ﹤0.01%
42
635
$3.31K ﹤0.01%
137
636
$3.3K ﹤0.01%
17
637
$2.97K ﹤0.01%
75
638
$2.92K ﹤0.01%
+7,000
639
$2.87K ﹤0.01%
216
-40
640
$2.86K ﹤0.01%
25
641
$2.74K ﹤0.01%
25
642
$2.53K ﹤0.01%
100
643
$2.44K ﹤0.01%
30
-185
644
$2.2K ﹤0.01%
101
645
$2.14K ﹤0.01%
56
646
$2.09K ﹤0.01%
4,100
647
$2.05K ﹤0.01%
50
648
$2.02K ﹤0.01%
120
649
$1.99K ﹤0.01%
25
650
$1.93K ﹤0.01%
25
24 25
26
27 28