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
376
$118K 0.03%
5,150
377
$117K 0.03%
4,445
378
$117K 0.03%
1,260
379
$115K 0.03%
1,500
-608
380
$115K 0.03%
1,150
-250
381
$115K 0.03%
1,626
382
$114K 0.03%
1,600
383
$111K 0.03%
44,250
+4,000
384
$110K 0.03%
2,600
385
$110K 0.03%
2,199
+1,033
386
$108K 0.03%
4,000
+1,000
387
$108K 0.03%
1,685
-200
388
$108K 0.03%
1,863
389
$107K 0.03%
4,150
390
$107K 0.03%
1,275
391
$107K 0.03%
1,819
392
$105K 0.03%
2,300
-200
393
$104K 0.03%
3,900
394
$103K 0.03%
3,200
395
$103K 0.03%
2,336
+1,036
396
$101K 0.03%
3,968
397
$101K 0.03%
1,492
+214
398
$101K 0.03%
2,253
399
$101K 0.03%
7,250
400
$101K 0.03%
900
14 15
16
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