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
451
$47K 0.02%
850
452
$46K 0.02%
+8,000
453
$46K 0.02%
1,626
-352
454
$46K 0.02%
404
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455
$46K 0.02%
600
456
$46K 0.02%
475
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457
$45K 0.02%
1,682
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458
$45K 0.02%
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459
$45K 0.02%
591
460
$44K 0.02%
760
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461
$44K 0.02%
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462
$43K 0.02%
939
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463
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466
$43K 0.02%
1,400
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467
$43K 0.02%
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468
$42K 0.01%
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$42K 0.01%
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838
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471
$42K 0.01%
700
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$41K 0.01%
1,055
473
$41K 0.01%
2,215
474
$41K 0.01%
3,568
475
$41K 0.01%
550
17 18
19
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