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
26
$2.87M 0.79%
28,730
-569
27
$2.77M 0.77%
17,759
+256
28
$2.69M 0.74%
35,990
-425
29
$2.41M 0.67%
19,727
+135
30
$2.35M 0.65%
20,116
+900
31
$2.32M 0.64%
25,529
+400
32
$2.25M 0.62%
97,050
33
$2.15M 0.6%
65,655
34
$2.09M 0.58%
72,889
-1,061
35
$2.05M 0.57%
12,149
-595
36
$2.04M 0.56%
8,466
+50
37
$1.94M 0.54%
22,921
-36
38
$1.88M 0.52%
8,364
-149
39
$1.85M 0.51%
59,223
-1,194
40
$1.82M 0.5%
13,147
-1,149
41
$1.81M 0.5%
34,208
+195
42
$1.76M 0.49%
22,141
-221
43
$1.75M 0.48%
27,360
-609
44
$1.73M 0.48%
11,479
-150
45
$1.62M 0.45%
34,812
+7,750
46
$1.6M 0.44%
31,126
-444
47
$1.6M 0.44%
36,173
-486
48
$1.6M 0.44%
53,776
-2,467
49
$1.59M 0.44%
10,424
-325
50
$1.57M 0.43%
11,761
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