OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
+$320K
2
+$278K
3
+$232K
4
D icon
Dominion Energy
D
+$179K
5
TSLA icon
Tesla
TSLA
+$162K

Top Sells

1
+$887K
2
+$579K
3
+$518K
4
NVO icon
Novo Nordisk
NVO
+$514K
5
AAPL icon
Apple
AAPL
+$511K

Sector Composition

1 Technology 28.54%
2 Financials 8.18%
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
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