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
76
$595K 0.26%
13,510
-325
77
$594K 0.26%
23,750
+300
78
$589K 0.26%
22,214
79
$583K 0.26%
3,306
+150
80
$580K 0.26%
3,007
81
$560K 0.25%
48,562
-450
82
$556K 0.25%
3,842
-1,650
83
$556K 0.25%
12,659
84
$544K 0.24%
7,190
85
$542K 0.24%
109
86
$539K 0.24%
2,350
87
$531K 0.23%
2,414
-312
88
$526K 0.23%
3,237
-50
89
$523K 0.23%
2,650
+250
90
$512K 0.23%
5,150
-250
91
$506K 0.22%
973
92
$493K 0.22%
5,435
93
$483K 0.21%
4,547
+587
94
$482K 0.21%
5,625
+1,517
95
$481K 0.21%
845
96
$480K 0.21%
5,833
-600
97
$479K 0.21%
2,779
-200
98
$476K 0.21%
3,704
+33
99
$473K 0.21%
10,250
100
$466K 0.21%
1,153
+503
2 3
4
5 6