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
$287M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$683K
3
+$656K
4
NOW icon
ServiceNow
NOW
+$536K
5
ABBV icon
AbbVie
ABBV
+$520K

Top Sells

1
+$638K
2
+$607K
3
+$434K
4
TMO icon
Thermo Fisher Scientific
TMO
+$417K
5
SHOP icon
Shopify
SHOP
+$398K

Sector Composition

1 Technology 23.44%
2 Healthcare 11.4%
3 Financials 9.82%
4 Consumer Discretionary 7.87%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$14K ﹤0.01%
145
+97
652
$14K ﹤0.01%
400
653
$14K ﹤0.01%
1,000
654
$14K ﹤0.01%
792
+3
655
$14K ﹤0.01%
1,140
-1,000
656
$13K ﹤0.01%
1,770
657
$13K ﹤0.01%
441
+276
658
$13K ﹤0.01%
113
659
$13K ﹤0.01%
215
+144
660
$13K ﹤0.01%
429
+3
661
$13K ﹤0.01%
300
662
$13K ﹤0.01%
128
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663
$13K ﹤0.01%
607
664
$13K ﹤0.01%
350
-835
665
$13K ﹤0.01%
425
666
$13K ﹤0.01%
492
667
$12K ﹤0.01%
600
668
$12K ﹤0.01%
500
669
$12K ﹤0.01%
134
670
$12K ﹤0.01%
139
671
$12K ﹤0.01%
250
672
$12K ﹤0.01%
500
673
$12K ﹤0.01%
654
674
$12K ﹤0.01%
240
-1,674
675
$12K ﹤0.01%
674
-1,404
25 26
27
28 29