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
426
$86K 0.02%
1,168
427
$86K 0.02%
446
428
$86K 0.02%
900
429
$85K 0.02%
175
+20
430
$85K 0.02%
1,000
431
$84K 0.02%
3,934
+7
432
$83K 0.02%
700
433
$82K 0.02%
5,850
+450
434
$82K 0.02%
1,554
435
$81K 0.02%
2,000
436
$81K 0.02%
1,440
+4
437
$81K 0.02%
3,169
438
$80K 0.02%
500
439
$79K 0.02%
3,000
440
$79K 0.02%
900
441
$78K 0.02%
955
442
$78K 0.02%
900
+300
443
$78K 0.02%
700
+300
444
$77K 0.02%
1,360
445
$77K 0.02%
2,022
+366
446
$77K 0.02%
1,592
447
$77K 0.02%
1,065
-150
448
$77K 0.02%
800
449
$76K 0.02%
545
+400
450
$76K 0.02%
3,528
-376
16 17
18
19 20