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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$237K
3
+$228K
4
PWR icon
Quanta Services
PWR
+$207K
5
UNP icon
Union Pacific
UNP
+$199K

Top Sells

1
+$308K
2
+$246K
3
+$187K
4
NVDA icon
NVIDIA
NVDA
+$157K
5
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$144K

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
651
$1.81K ﹤0.01%
240
-2,800
652
$1.74K ﹤0.01%
55
653
$1.7K ﹤0.01%
101
654
$1.69K ﹤0.01%
26
655
$1.69K ﹤0.01%
150
656
$1.42K ﹤0.01%
5
657
$1.41K ﹤0.01%
35
658
$1.31K ﹤0.01%
12
659
$1.31K ﹤0.01%
50
660
$1.29K ﹤0.01%
50
661
$1.29K ﹤0.01%
40
662
$1.05K ﹤0.01%
60
663
$975 ﹤0.01%
50
664
$941 ﹤0.01%
16
665
$928 ﹤0.01%
100
666
$885 ﹤0.01%
50
667
$792 ﹤0.01%
20
668
$682 ﹤0.01%
17
669
$663 ﹤0.01%
118
+2
670
$621 ﹤0.01%
270
671
$618 ﹤0.01%
55
672
$568 ﹤0.01%
68
673
$550 ﹤0.01%
50
674
$547 ﹤0.01%
9
675
$545 ﹤0.01%
34
25 26
27
28 29