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
626
$33K 0.01%
1,227
+727
627
$33K 0.01%
1,025
+800
628
$33K 0.01%
252
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630
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400
631
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$32K 0.01%
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633
$32K 0.01%
783
634
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185
635
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734
636
$32K 0.01%
6,000
637
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600
638
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639
$32K 0.01%
600
-300
640
$32K 0.01%
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641
$32K 0.01%
5,300
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642
$31K 0.01%
331
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643
$31K 0.01%
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644
$31K 0.01%
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645
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648
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649
$31K 0.01%
452
650
$30K 0.01%
2,095
24 25
26
27 28