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
326
$174K 0.05%
3,220
327
$167K 0.05%
4,900
+100
328
$164K 0.05%
1,900
-1,600
329
$163K 0.05%
1,470
330
$160K 0.04%
3,985
+468
331
$158K 0.04%
6,000
332
$155K 0.04%
1,190
333
$155K 0.04%
3,350
-300
334
$155K 0.04%
6,000
335
$153K 0.04%
700
336
$153K 0.04%
4,800
337
$152K 0.04%
1,896
+98
338
$152K 0.04%
5,204
339
$148K 0.04%
2,563
340
$148K 0.04%
5,000
+1,000
341
$147K 0.04%
6,588
-163
342
$146K 0.04%
551
+431
343
$146K 0.04%
1,450
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344
$145K 0.04%
1,384
345
$145K 0.04%
3,000
+1,000
346
$144K 0.04%
578
-150
347
$143K 0.04%
2,601
+167
348
$142K 0.04%
9,831
349
$140K 0.04%
1,300
350
$140K 0.04%
1,754
12 13
14
15 16