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
201
$180K 0.09%
7,327
+11
202
$178K 0.09%
1,650
203
$177K 0.09%
11,727
+1
204
$177K 0.09%
2,183
+1,879
205
$175K 0.09%
6,692
206
$175K 0.09%
1,525
+300
207
$173K 0.08%
1,600
+1,150
208
$173K 0.08%
840
209
$170K 0.08%
1,800
210
$166K 0.08%
1,110
211
$165K 0.08%
950
212
$163K 0.08%
5,670
213
$162K 0.08%
1,629
214
$162K 0.08%
1,450
215
$160K 0.08%
12,762
+371
216
$160K 0.08%
3,750
-760
217
$159K 0.08%
450
218
$156K 0.08%
1,500
219
$156K 0.08%
5,000
-1,000
220
$155K 0.08%
2,630
-825
221
$150K 0.07%
2,400
+1,200
222
$149K 0.07%
4,512
+1,437
223
$148K 0.07%
6,778
+360
224
$148K 0.07%
53,991
225
$148K 0.07%
1,950
7 8
9
10 11