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
101
$465K 0.21%
4,907
+1,005
102
$459K 0.2%
8,650
103
$454K 0.2%
3,457
-499
104
$449K 0.2%
22,397
-3,800
105
$444K 0.2%
2,380
106
$443K 0.2%
1,347
+160
107
$440K 0.19%
51,200
+1,500
108
$435K 0.19%
2,390
109
$433K 0.19%
342
+15
110
$433K 0.19%
2,847
-1,140
111
$429K 0.19%
3,242
+56
112
$416K 0.18%
3,446
+350
113
$410K 0.18%
1,021
-30
114
$407K 0.18%
3,809
-129
115
$401K 0.18%
7,676
116
$398K 0.18%
2,249
-200
117
$397K 0.18%
2,300
118
$394K 0.17%
18,755
+1,430
119
$390K 0.17%
17,799
-500
120
$383K 0.17%
3,125
-250
121
$370K 0.16%
884
122
$362K 0.16%
3,969
-150
123
$359K 0.16%
1,000
124
$352K 0.16%
3,400
125
$349K 0.15%
1,050
3 4
5
6 7