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
101
$502K 0.22%
12,659
-563
102
$481K 0.21%
845
103
$481K 0.21%
10,250
104
$468K 0.2%
4,275
105
$467K 0.2%
327
106
$464K 0.2%
3,186
+162
107
$461K 0.2%
3,671
+366
108
$459K 0.2%
109
-11
109
$456K 0.2%
3,375
-999
110
$448K 0.19%
49,700
-6,500
111
$445K 0.19%
3,938
+25
112
$421K 0.18%
6,760
113
$418K 0.18%
7,855
-1,374
114
$417K 0.18%
2,400
-300
115
$416K 0.18%
2,900
116
$414K 0.18%
1,286
117
$408K 0.18%
2,390
118
$402K 0.17%
4,119
-2,295
119
$395K 0.17%
1,051
-50
120
$392K 0.17%
7,676
121
$391K 0.17%
2,380
122
$388K 0.17%
1,800
123
$388K 0.17%
9,918
124
$383K 0.17%
18,299
125
$380K 0.16%
3,400
3 4
5
6 7