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
401
$99K 0.03%
773
402
$99K 0.03%
335
403
$97K 0.03%
5,000
404
$97K 0.03%
3,000
405
$96K 0.03%
3,900
-900
406
$95K 0.03%
6,750
-3,000
407
$94K 0.03%
1,236
408
$94K 0.03%
870
-850
409
$94K 0.03%
2,920
-460
410
$93K 0.03%
1,055
411
$93K 0.03%
2,066
+1
412
$92K 0.03%
12,500
413
$92K 0.03%
1,000
414
$91K 0.03%
3,950
415
$90K 0.02%
1,870
416
$90K 0.02%
577
+80
417
$90K 0.02%
3,000
418
$90K 0.02%
2,100
419
$89K 0.02%
2,700
420
$89K 0.02%
3,800
421
$88K 0.02%
936
422
$87K 0.02%
1,175
423
$86K 0.02%
1,134
424
$86K 0.02%
952
+169
425
$86K 0.02%
3,173
+29
15 16
17
18 19