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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
$231M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$486K
3
+$340K
4
BWLP icon
BW LPG
BWLP
+$252K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$214K

Top Sells

1
+$778K
2
+$407K
3
+$369K
4
ABR icon
Arbor Realty Trust
ABR
+$325K
5
NVO
Novo Nordisk
NVO
+$284K

Sector Composition

1 Technology 26.93%
2 Industrials 8.51%
3 Healthcare 8.08%
4 Financials 8.05%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
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653
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654
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-600
655
– –
-1,000
656
– –
-295
657
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-100
658
– –
-25
659
– –
-108
660
– –
-400
661
– –
-202
662
– –
-101
663
– –
-1,200
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