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
76
$676K 0.29%
1,385
+1
77
$668K 0.29%
12,644
+207
78
$662K 0.29%
13,835
79
$645K 0.28%
5,435
-975
80
$644K 0.28%
29,284
-2,600
81
$643K 0.28%
22,214
+1,000
82
$617K 0.27%
2,180
83
$616K 0.27%
1,521
-35
84
$615K 0.27%
26,197
-2,000
85
$613K 0.27%
5,400
-1,000
86
$605K 0.26%
49,012
-3,000
87
$603K 0.26%
2,726
88
$602K 0.26%
973
-220
89
$601K 0.26%
7,190
90
$599K 0.26%
+3,000
91
$580K 0.25%
6,433
-500
92
$570K 0.25%
3,007
93
$563K 0.24%
23,450
+700
94
$554K 0.24%
781
95
$535K 0.23%
3,287
96
$534K 0.23%
3,956
+2
97
$525K 0.23%
2,350
98
$508K 0.22%
3,096
+150
99
$504K 0.22%
2,979
100
$503K 0.22%
8,650
-400
2 3
4
5 6