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
201
$159K 0.07%
295
202
$158K 0.07%
225
-10
203
$158K 0.07%
7,500
-2,757
204
$157K 0.07%
700
205
$155K 0.07%
540
206
$155K 0.07%
6,585
-1,200
207
$151K 0.07%
2,633
+400
208
$151K 0.07%
2,792
209
$150K 0.07%
1,612
+122
210
$150K 0.07%
938
211
$147K 0.06%
3,075
212
$144K 0.06%
2,000
213
$143K 0.06%
2,425
-600
214
$142K 0.06%
850
215
$142K 0.06%
1,229
-400
216
$137K 0.06%
12,100
-6,500
217
$137K 0.06%
2,007
-137
218
$137K 0.06%
2,050
219
$135K 0.06%
1,926
+122
220
$134K 0.06%
1,708
-8
221
$134K 0.06%
1,314
222
$132K 0.06%
4,300
223
$130K 0.06%
3,100
224
$129K 0.06%
800
225
$127K 0.06%
3,366
-600
7 8
9
10 11