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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$241K
3
+$235K
4
PWR icon
Quanta Services
PWR
+$233K
5
UNP icon
Union Pacific
UNP
+$205K

Top Sells

1
+$327K
2
+$255K
3
+$214K
4
NVDA icon
NVIDIA
NVDA
+$200K
5
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$148K

Sector Composition

1 Technology 23.36%
2 Healthcare 9.57%
3 Industrials 8.35%
4 Financials 8.06%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$216K 0.11%
6,397
177
$211K 0.1%
1,648
+1,525
178
$211K 0.1%
450
179
$210K 0.1%
2,776
180
$209K 0.1%
1,250
181
$208K 0.1%
8,050
+2,050
182
$203K 0.1%
2,600
-400
183
$202K 0.1%
3,000
184
$198K 0.1%
4,757
185
$197K 0.1%
14,000
186
$197K 0.1%
1,823
+155
187
$197K 0.1%
5,550
188
$196K 0.1%
2,300
189
$192K 0.09%
4,313
-437
190
$192K 0.09%
8,334
+102
191
$186K 0.09%
1,800
192
$186K 0.09%
1,884
193
$185K 0.09%
1,850
194
$183K 0.09%
612
+1
195
$182K 0.09%
3,050
196
$181K 0.09%
800
197
$181K 0.09%
1,489
-210
198
$181K 0.09%
3,220
199
$181K 0.09%
801
200
$180K 0.09%
9,600
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