OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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 28.54%
2 Financials 8.18%
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
126
$344K 0.15%
9,500
127
$341K 0.15%
18,600
128
$335K 0.15%
9,918
129
$335K 0.15%
1,286
130
$333K 0.15%
1,474
131
$329K 0.15%
22,900
132
$320K 0.14%
3,000
133
$318K 0.14%
2,100
-50
134
$317K 0.14%
15,362
135
$316K 0.14%
2,900
136
$314K 0.14%
900
137
$313K 0.14%
7,495
+172
138
$311K 0.14%
4,550
139
$309K 0.14%
+10,140
140
$308K 0.14%
2,725
141
$304K 0.13%
4,885
-1,875
142
$301K 0.13%
17,600
143
$290K 0.13%
825
-100
144
$287K 0.13%
10,356
+93
145
$282K 0.12%
4,063
146
$281K 0.12%
2,076
147
$279K 0.12%
3,244
-4,750
148
$277K 0.12%
2,100
149
$274K 0.12%
825
-1,650
150
$271K 0.12%
10,475
-972
4 5
6
7 8