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
651
$30K 0.01%
318
652
$30K 0.01%
1,050
653
$30K 0.01%
600
654
$30K 0.01%
1,500
655
$29K 0.01%
372
656
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+180
657
$29K 0.01%
100
658
$29K 0.01%
1,038
659
$29K 0.01%
600
660
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150
661
$29K 0.01%
700
662
$28K 0.01%
134
663
$28K 0.01%
932
664
$28K 0.01%
3,058
+55
665
$28K 0.01%
255
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666
$28K 0.01%
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667
$28K 0.01%
421
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668
$28K 0.01%
725
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669
$27K 0.01%
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670
$27K 0.01%
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2,500
673
$27K 0.01%
3,103
674
$26K 0.01%
+600
675
$26K 0.01%
+400
25 26
27
28 29