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
1
$21.9M 9.67%
87,519
-2,169
2
$13.6M 6.02%
23,287
+103
3
$13.4M 5.9%
99,595
-1,150
4
$6.99M 3.08%
16,585
-210
5
$5.83M 2.57%
9,378
+79
6
$5.54M 2.45%
6,048
-240
7
$4.43M 1.96%
23,273
-797
8
$4.1M 1.81%
18,686
+463
9
$3.99M 1.76%
6,821
+240
10
$3.94M 1.74%
7,789
-320
11
$3.89M 1.72%
75,223
12
$3.13M 1.38%
13,519
+375
13
$3.1M 1.37%
12,926
-219
14
$2.59M 1.14%
10,676
-346
15
$2.56M 1.13%
4,855
16
$2.52M 1.11%
14,159
17
$2.48M 1.09%
27,447
-1,590
18
$2.45M 1.08%
14,695
-1,050
19
$1.94M 0.86%
8,800
-98
20
$1.7M 0.75%
3,755
21
$1.66M 0.73%
8,745
+100
22
$1.62M 0.72%
13,810
-60
23
$1.6M 0.7%
26,950
-600
24
$1.55M 0.69%
4,283
-125
25
$1.52M 0.67%
12,034
-50
1
2 3 4 5