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
251
$273K 0.08%
7,725
252
$271K 0.07%
576
253
$270K 0.07%
10,880
-400
254
$265K 0.07%
7,494
+1
255
$263K 0.07%
3,205
-95
256
$261K 0.07%
3,640
257
$260K 0.07%
10,112
-1,800
258
$259K 0.07%
55,200
-2,000
259
$256K 0.07%
2,533
260
$254K 0.07%
2,901
-220
261
$252K 0.07%
19,100
+6,200
262
$252K 0.07%
1,725
263
$252K 0.07%
2,300
264
$252K 0.07%
2,150
265
$252K 0.07%
4,710
266
$251K 0.07%
12,100
+4,700
267
$249K 0.07%
4,660
268
$247K 0.07%
1,401
-1,435
269
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100
270
$245K 0.07%
9,890
+3,100
271
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4,350
272
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10,050
+2,100
273
$243K 0.07%
5,992
-4,950
274
$239K 0.07%
25,789
-8,849
275
$238K 0.07%
4,741
-750
9 10
11
12 13