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
$227M
AUM Growth
-$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$270K
3
+$230K
4
TSLA icon
Tesla
TSLA
+$203K
5
D icon
Dominion Energy
D
+$169K

Top Sells

1
+$887K
2
+$548K
3
+$543K
4
SMCI icon
Super Micro Computer
SMCI
+$434K
5
NVO icon
Novo Nordisk
NVO
+$409K

Sector Composition

1 Technology 28.55%
2 Financials 8.17%
3 Industrials 7.88%
4 Healthcare 7.09%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$944K 0.42%
8,774
-200
52
$929K 0.41%
3,865
+400
53
$929K 0.41%
4,072
54
$907K 0.4%
3,950
55
$906K 0.4%
240,418
+3,314
56
$901K 0.4%
15,925
57
$895K 0.39%
6,004
-200
58
$882K 0.39%
9,977
+1,645
59
$862K 0.38%
2,974
+794
60
$850K 0.38%
3,077
61
$798K 0.35%
1,400
62
$751K 0.33%
6,968
63
$712K 0.31%
1,392
+7
64
$701K 0.31%
786
+5
65
$698K 0.31%
4,162
66
$678K 0.3%
5,055
67
$670K 0.3%
9,280
68
$669K 0.3%
33,200
69
$667K 0.29%
29,284
70
$653K 0.29%
3,250
+250
71
$648K 0.29%
4,478
-150
72
$642K 0.28%
13,428
+784
73
$629K 0.28%
1,616
+95
74
$628K 0.28%
8,296
-75
75
$609K 0.27%
3,746
-300
1 2
3
4 5