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
$287M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$683K
3
+$656K
4
NOW icon
ServiceNow
NOW
+$536K
5
ABBV icon
AbbVie
ABBV
+$520K

Top Sells

1
+$638K
2
+$607K
3
+$434K
4
TMO icon
Thermo Fisher Scientific
TMO
+$417K
5
SHOP icon
Shopify
SHOP
+$398K

Sector Composition

1 Technology 23.44%
2 Healthcare 11.4%
3 Financials 9.82%
4 Consumer Discretionary 7.87%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$62K 0.02%
2,725
+650
402
$62K 0.02%
2,190
-662
403
$62K 0.02%
1,050
404
$61K 0.02%
1,450
+700
405
$61K 0.02%
340
406
$61K 0.02%
1,894
407
$61K 0.02%
3,560
+2,050
408
$61K 0.02%
1,024
+1,000
409
$61K 0.02%
640
410
$60K 0.02%
1,000
411
$60K 0.02%
850
412
$60K 0.02%
1,479
413
$60K 0.02%
1,215
-612
414
$59K 0.02%
5,800
-1,000
415
$59K 0.02%
1,098
+3
416
$59K 0.02%
1,200
417
$59K 0.02%
2,250
418
$59K 0.02%
394
-2
419
$58K 0.02%
21,459
420
$58K 0.02%
622
-300
421
$57K 0.02%
2,126
422
$57K 0.02%
1,000
423
$56K 0.02%
1,750
424
$56K 0.02%
+5,000
425
$56K 0.02%
1,713
-100
15 16
17
18 19