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
676
$26K 0.01%
400
677
$26K 0.01%
+1,050
678
$26K 0.01%
450
679
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200
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$26K 0.01%
400
-485
681
$25K 0.01%
400
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$25K 0.01%
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683
$25K 0.01%
1,188
+388
684
$25K 0.01%
1,068
+1,000
685
$24K 0.01%
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686
$24K 0.01%
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687
$24K 0.01%
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688
$24K 0.01%
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690
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600
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693
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$23K 0.01%
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699
$23K 0.01%
1,500
700
$22K 0.01%
+500
26 27
28
29 30