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
176
$195K 0.09%
6,583
177
$194K 0.09%
2,100
+700
178
$193K 0.09%
1,722
179
$193K 0.09%
7,449
-15
180
$191K 0.08%
17,500
-11,301
181
$191K 0.08%
8,700
+400
182
$191K 0.08%
2,450
-615
183
$190K 0.08%
3,220
184
$189K 0.08%
1,600
185
$186K 0.08%
2,500
-1,000
186
$182K 0.08%
3,000
187
$180K 0.08%
701
188
$180K 0.08%
3,535
+2,535
189
$178K 0.08%
3,673
-900
190
$174K 0.08%
2,150
+650
191
$172K 0.08%
2,400
192
$170K 0.08%
3,785
-180
193
$167K 0.07%
500
194
$165K 0.07%
2,812
195
$164K 0.07%
1,929
+429
196
$164K 0.07%
2,600
197
$163K 0.07%
1,300
-1,750
198
$163K 0.07%
3,374
199
$160K 0.07%
900
200
$159K 0.07%
1,567
6 7
8
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