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
$362M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$544K
3
+$457K
4
IPG icon
Interpublic Group of Companies
IPG
+$446K
5
NFLX icon
Netflix
NFLX
+$384K

Top Sells

1
+$699K
2
+$497K
3
+$458K
4
GILD icon
Gilead Sciences
GILD
+$439K
5
SLB icon
SLB Ltd
SLB
+$429K

Sector Composition

1 Technology 15.29%
2 Financials 12.46%
3 Healthcare 11.3%
4 Industrials 7.93%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$309K 0.09%
9,772
-3,576
227
$308K 0.09%
2,786
+288
228
$307K 0.08%
20,601
229
$307K 0.08%
30,662
-550
230
$306K 0.08%
8,833
231
$306K 0.08%
8,134
232
$304K 0.08%
2,302
+300
233
$303K 0.08%
6,715
+414
234
$303K 0.08%
7,829
+1,246
235
$302K 0.08%
1,675
-178
236
$300K 0.08%
2,200
237
$299K 0.08%
3,031
238
$298K 0.08%
20,000
239
$297K 0.08%
3,485
-5,835
240
$294K 0.08%
12,100
+4,300
241
$294K 0.08%
6,620
-3,082
242
$293K 0.08%
40,000
243
$287K 0.08%
5,000
244
$286K 0.08%
5,289
-580
245
$286K 0.08%
1,250
246
$283K 0.08%
3,050
-200
247
$282K 0.08%
2,600
248
$279K 0.08%
3,860
249
$277K 0.08%
12,600
+500
250
$274K 0.08%
3,479
8 9
10
11 12