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
+$2.06M
2
+$598K
3
+$457K
4
IPG
Interpublic Group of Companies
IPG
+$441K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$383K

Top Sells

1
+$685K
2
+$567K
3
+$453K
4
UNH icon
UnitedHealth
UNH
+$447K
5
GILD icon
Gilead Sciences
GILD
+$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
576
$40K 0.01%
853
577
$40K 0.01%
400
578
$40K 0.01%
1,000
579
$40K 0.01%
576
580
$40K 0.01%
200
581
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769
582
$40K 0.01%
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583
$40K 0.01%
1,300
584
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+400
585
$40K 0.01%
400
586
$39K 0.01%
1,000
-400
587
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520
588
$39K 0.01%
700
589
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400
590
$39K 0.01%
4,400
591
$39K 0.01%
732
592
$39K 0.01%
2,500
-14,000
593
$38K 0.01%
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594
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595
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300
596
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338
598
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700
599
$37K 0.01%
799
600
$37K 0.01%
494
+100
22 23
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