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
526
$51K 0.01%
1,800
527
$51K 0.01%
+6,000
528
$51K 0.01%
4,000
-7,867
529
$50K 0.01%
1,828
-1,386
530
$49K 0.01%
2,300
531
$49K 0.01%
1,271
532
$49K 0.01%
1,000
-1,000
533
$49K 0.01%
1,046
-808
534
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1,155
535
$49K 0.01%
644
+1
536
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1,460
537
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1,100
538
$48K 0.01%
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539
$47K 0.01%
375
540
$47K 0.01%
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541
$47K 0.01%
+1,872
542
$47K 0.01%
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543
$47K 0.01%
2,556
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544
$47K 0.01%
318
545
$46K 0.01%
1,630
-400
546
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+800
547
$45K 0.01%
635
548
$45K 0.01%
1,650
549
$45K 0.01%
720
550
$45K 0.01%
1,227
+9
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