OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
+$2.06M
2
+$598K
3
+$457K
4
IPG
Interpublic Group of Companies
IPG
+$441K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$383K

Top Sells

1
+$685K
2
+$567K
3
+$453K
4
UNH icon
UnitedHealth
UNH
+$447K
5
GILD icon
Gilead Sciences
GILD
+$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
301
$206K 0.06%
1,404
-150
302
$206K 0.06%
3,267
-102
303
$205K 0.06%
1,823
304
$205K 0.06%
1,250
+50
305
$203K 0.06%
4,840
+292
306
$201K 0.06%
12,561
+1,912
307
$198K 0.05%
1,778
-374
308
$194K 0.05%
8,151
+16
309
$191K 0.05%
7,610
310
$190K 0.05%
1,487
+100
311
$190K 0.05%
2,100
312
$188K 0.05%
2,550
+1,150
313
$187K 0.05%
3,528
314
$186K 0.05%
2,800
315
$186K 0.05%
3,628
316
$185K 0.05%
5,400
317
$185K 0.05%
4,485
-450
318
$182K 0.05%
3,090
319
$180K 0.05%
2,841
+363
320
$178K 0.05%
3,350
321
$178K 0.05%
561
+141
322
$177K 0.05%
3,250
323
$176K 0.05%
1,035
324
$174K 0.05%
4,202
325
$174K 0.05%
2,045
11 12
13
14 15