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
501
$59K 0.02%
1,217
502
$59K 0.02%
800
503
$59K 0.02%
+3,500
504
$59K 0.02%
850
505
$59K 0.02%
2,500
506
$58K 0.02%
700
507
$58K 0.02%
942
508
$57K 0.02%
350
+200
509
$57K 0.02%
600
510
$57K 0.02%
1,050
511
$56K 0.02%
1,210
512
$56K 0.02%
2,060
513
$56K 0.02%
600
514
$55K 0.02%
1,015
+220
515
$54K 0.01%
397
-150
516
$54K 0.01%
4,415
517
$53K 0.01%
1,100
518
$53K 0.01%
330
519
$52K 0.01%
+300
520
$52K 0.01%
734
+200
521
$52K 0.01%
992
+793
522
$52K 0.01%
1,800
-100
523
$52K 0.01%
2,009
524
$52K 0.01%
1,771
-200
525
$52K 0.01%
450
19 20
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