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
676
$12K ﹤0.01%
1,000
677
$12K ﹤0.01%
+5
678
$12K ﹤0.01%
269
+69
679
$12K ﹤0.01%
455
680
$12K ﹤0.01%
100
681
$12K ﹤0.01%
3,400
682
$12K ﹤0.01%
493
683
$11K ﹤0.01%
300
684
$11K ﹤0.01%
500
685
$11K ﹤0.01%
1,006
686
$11K ﹤0.01%
1,000
687
$11K ﹤0.01%
856
688
$11K ﹤0.01%
75
689
$11K ﹤0.01%
57
690
$11K ﹤0.01%
500
691
$11K ﹤0.01%
100
692
$11K ﹤0.01%
50
693
$10K ﹤0.01%
2,000
694
$10K ﹤0.01%
150
695
$10K ﹤0.01%
255
+171
696
$10K ﹤0.01%
600
-8,200
697
$10K ﹤0.01%
100
698
$10K ﹤0.01%
521
+4
699
$10K ﹤0.01%
303
-75
700
$10K ﹤0.01%
330
26 27
28
29 30