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
551
$44K 0.01%
2,044
+623
552
$44K 0.01%
500
553
$44K 0.01%
1,691
554
$43K 0.01%
800
555
$43K 0.01%
+1,000
556
$43K 0.01%
2,000
557
$43K 0.01%
337
558
$43K 0.01%
2,300
559
$42K 0.01%
1,412
560
$42K 0.01%
+1,800
561
$42K 0.01%
256
+3
562
$42K 0.01%
1,314
563
$42K 0.01%
720
564
$42K 0.01%
438
+42
565
$42K 0.01%
2,640
566
$41K 0.01%
232
567
$41K 0.01%
+2,800
568
$41K 0.01%
300
569
$41K 0.01%
3,200
+700
570
$41K 0.01%
1,700
571
$41K 0.01%
850
572
$41K 0.01%
+500
573
$41K 0.01%
3,500
+900
574
$40K 0.01%
400
575
$40K 0.01%
+400
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