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
451
$76K 0.02%
429
452
$75K 0.02%
500
-29
453
$74K 0.02%
725
454
$73K 0.02%
1,350
-700
455
$73K 0.02%
3,950
-1,011
456
$72K 0.02%
1,900
+1,600
457
$72K 0.02%
+1,000
458
$72K 0.02%
2,064
-2,010
459
$71K 0.02%
2,200
460
$71K 0.02%
1,750
461
$71K 0.02%
3,200
462
$71K 0.02%
1,534
+2
463
$70K 0.02%
1,349
464
$70K 0.02%
6,700
465
$70K 0.02%
5,750
466
$70K 0.02%
+3,621
467
$69K 0.02%
270
468
$69K 0.02%
+1,400
469
$69K 0.02%
3,568
+2,350
470
$69K 0.02%
865
-1,400
471
$69K 0.02%
1,800
472
$68K 0.02%
880
473
$68K 0.02%
21,459
474
$68K 0.02%
2,115
475
$68K 0.02%
1,020
17 18
19
20 21