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
476
$68K 0.02%
1,000
477
$68K 0.02%
1,500
478
$67K 0.02%
5,000
479
$67K 0.02%
900
480
$66K 0.02%
1,515
+2
481
$65K 0.02%
3,700
482
$65K 0.02%
564
483
$65K 0.02%
1,307
484
$64K 0.02%
1,000
485
$64K 0.02%
4,300
+2,300
486
$64K 0.02%
7,668
487
$64K 0.02%
+3,372
488
$64K 0.02%
2,300
489
$64K 0.02%
2,340
490
$63K 0.02%
3,000
491
$63K 0.02%
900
492
$63K 0.02%
1,813
-2,750
493
$63K 0.02%
1,200
494
$62K 0.02%
274
495
$62K 0.02%
16,426
+376
496
$62K 0.02%
875
497
$62K 0.02%
500
498
$61K 0.02%
750
499
$60K 0.02%
2,304
500
$60K 0.02%
1,221
18 19
20
21 22