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
201
$176K 0.08%
1,722
202
$176K 0.08%
701
203
$176K 0.08%
5,100
204
$173K 0.07%
3,280
205
$170K 0.07%
6,700
-2,695
206
$170K 0.07%
650
-100
207
$167K 0.07%
9,000
+8,500
208
$166K 0.07%
3,374
209
$161K 0.07%
3,966
210
$161K 0.07%
2,144
+288
211
$160K 0.07%
850
212
$160K 0.07%
2,812
-1
213
$156K 0.07%
295
+40
214
$156K 0.07%
174
+74
215
$153K 0.07%
540
216
$152K 0.07%
1,490
-15
217
$151K 0.07%
4,300
218
$150K 0.06%
500
219
$149K 0.06%
1,500
+150
220
$149K 0.06%
2,000
221
$149K 0.06%
1,583
222
$148K 0.06%
11,427
223
$148K 0.06%
1,799
+185
224
$147K 0.06%
1,314
225
$146K 0.06%
425
7 8
9
10 11