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

Top Buys

1
+$599K
2
+$549K
3
+$249K
4
SMCI icon
Super Micro Computer
SMCI
+$233K
5
BWLP icon
BW LPG
BWLP
+$232K

Top Sells

1
+$800K
2
+$407K
3
+$385K
4
ABR icon
Arbor Realty Trust
ABR
+$364K
5
NVO icon
Novo Nordisk
NVO
+$253K

Sector Composition

1 Technology 26.93%
2 Industrials 8.62%
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
51
$1M 0.43%
4,072
-500
52
$997K 0.43%
6,204
53
$952K 0.41%
7,994
-2,128
54
$887K 0.38%
3,077
55
$887K 0.38%
41,992
-100
56
$849K 0.37%
8,823
-500
57
$847K 0.37%
4,715
+350
58
$824K 0.36%
15,925
59
$822K 0.36%
3,465
60
$820K 0.35%
2,475
-401
61
$817K 0.35%
4,046
+30
62
$809K 0.35%
5,492
-375
63
$803K 0.35%
6,968
64
$796K 0.34%
21,402
65
$787K 0.34%
3,156
-50
66
$757K 0.33%
9,280
-100
67
$750K 0.32%
4,628
-350
68
$740K 0.32%
8,371
-275
69
$734K 0.32%
8,332
+1,728
70
$721K 0.31%
4,162
-50
71
$715K 0.31%
17,180
+5,590
72
$706K 0.31%
5,055
73
$692K 0.3%
1,400
74
$678K 0.29%
3,987
-770
75
$677K 0.29%
33,200
1 2
3
4 5