OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
-2.36%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$212M
AUM Growth
-$14.2M
(-6.3%)
Cap. Flow
-$4.71M
Cap. Flow
% of AUM
-2.22%
Top 10 Holdings %
Top 10 Hldgs %
34.78%
Holding
650
New
34
Increased
95
Reduced
118
Closed
13
Top Buys
| 1 |
GE Vernova
GEV
|
$558K |
| 2 |
Advanced Micro Devices
AMD
|
$249K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$205K |
| 4 |
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
|
$149K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$145K |
Top Sells
| 1 |
Palantir
PLTR
|
$1.45M |
| 2 |
NVIDIA
NVDA
|
$1.2M |
| 3 |
IES Holdings
IESC
|
$309K |
| 4 |
First Solar
FSLR
|
$307K |
| 5 |
UnitedHealth
UNH
|
$266K |
Sector Composition
| 1 | Technology | 25.07% |
| 2 | Financials | 9.41% |
| 3 | Healthcare | 7.73% |
| 4 | Industrials | 7.65% |
| 5 | Communication Services | 5.83% |
