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
351
$140K 0.04%
5,906
352
$140K 0.04%
1,000
-200
353
$139K 0.04%
+2,164
354
$139K 0.04%
3,400
+2,400
355
$138K 0.04%
10,500
+1,000
356
$138K 0.04%
2,309
+28
357
$137K 0.04%
1,566
358
$137K 0.04%
4,978
359
$136K 0.04%
4,455
360
$135K 0.04%
5,630
361
$134K 0.04%
4,315
362
$134K 0.04%
6,756
363
$132K 0.04%
1,475
+140
364
$131K 0.04%
687
+450
365
$129K 0.04%
1,115
366
$129K 0.04%
2,754
367
$129K 0.04%
2,100
-20
368
$128K 0.04%
7,000
+3,000
369
$127K 0.04%
7,189
+23
370
$127K 0.04%
1,114
-1,000
371
$127K 0.04%
8,416
372
$124K 0.03%
607
373
$122K 0.03%
1,086
-165
374
$122K 0.03%
4,885
375
$118K 0.03%
547
13 14
15
16 17