OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
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%
4,000
-7,867
527
$51K 0.01%
1,800
528
$51K 0.01%
+6,000
529
$50K 0.01%
1,828
-1,386
530
$49K 0.01%
1,460
531
$49K 0.01%
644
+1
532
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2,300
533
$49K 0.01%
1,155
534
$49K 0.01%
1,046
-808
535
$49K 0.01%
1,000
-1,000
536
$49K 0.01%
1,271
537
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1,500
538
$48K 0.01%
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539
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540
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375
541
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318
542
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2,556
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544
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545
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546
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547
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720
548
$45K 0.01%
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549
$45K 0.01%
635
550
$45K 0.01%
1,227
+9
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