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
176
$226K 0.1%
16,000
177
$226K 0.1%
3,000
178
$220K 0.1%
7,100
179
$216K 0.09%
10,257
180
$215K 0.09%
3,025
-300
181
$209K 0.09%
13,300
182
$208K 0.09%
3,220
183
$207K 0.09%
4,573
184
$207K 0.09%
6,583
-800
185
$204K 0.09%
8,300
186
$203K 0.09%
3,800
-500
187
$203K 0.09%
2,400
188
$199K 0.09%
7,785
+500
189
$198K 0.09%
900
-100
190
$198K 0.09%
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191
$196K 0.08%
5,670
192
$195K 0.08%
8,305
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193
$192K 0.08%
7,464
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194
$191K 0.08%
1,629
195
$190K 0.08%
235
-15
196
$189K 0.08%
2,600
-1,500
197
$184K 0.08%
1,567
198
$180K 0.08%
1,146
-10
199
$179K 0.08%
1,700
200
$177K 0.08%
1,600
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8
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