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
51
$950K 0.47%
8,402
-124
52
$931K 0.46%
3,558
-130
53
$920K 0.45%
18,338
-145
54
$920K 0.45%
133,650
+8,150
55
$916K 0.45%
7,655
+675
56
$910K 0.45%
44,242
+1,600
57
$886K 0.43%
10,944
+2,900
58
$862K 0.42%
1,653
59
$857K 0.42%
40,489
+1,100
60
$848K 0.42%
7,350
+800
61
$816K 0.4%
3,437
+456
62
$814K 0.4%
51,019
+1,387
63
$794K 0.39%
212,300
+10,500
64
$753K 0.37%
4,962
65
$735K 0.36%
7,417
-150
66
$709K 0.35%
2,670
67
$705K 0.35%
3,587
+1,187
68
$700K 0.34%
5,055
69
$682K 0.33%
5,605
+850
70
$676K 0.33%
7,537
-250
71
$671K 0.33%
18,033
-2,897
72
$658K 0.32%
3,310
73
$650K 0.32%
5,738
-909
74
$649K 0.32%
21,267
+405
75
$644K 0.32%
12,736
+167
1 2
3
4 5