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
701
$10K ﹤0.01%
592
+30
702
$10K ﹤0.01%
30
703
$10K ﹤0.01%
393
704
$10K ﹤0.01%
300
705
$9K ﹤0.01%
510
-687
706
$9K ﹤0.01%
300
-2,030
707
$9K ﹤0.01%
1,500
708
$9K ﹤0.01%
85
709
$9K ﹤0.01%
300
-400
710
$9K ﹤0.01%
1,000
711
$9K ﹤0.01%
500
-500
712
$8K ﹤0.01%
201
713
$8K ﹤0.01%
47
714
$8K ﹤0.01%
360
715
$8K ﹤0.01%
153
716
$8K ﹤0.01%
80
+20
717
$8K ﹤0.01%
500
718
$8K ﹤0.01%
+287
719
$8K ﹤0.01%
350
720
$8K ﹤0.01%
280
721
$7K ﹤0.01%
350
722
$7K ﹤0.01%
225
723
$7K ﹤0.01%
65
724
$7K ﹤0.01%
827
725
$7K ﹤0.01%
681
+16
27 28
29
30 31