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
$314M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$373K
3
+$363K
4
NFLX icon
Netflix
NFLX
+$317K
5
SWK icon
Stanley Black & Decker
SWK
+$299K

Top Sells

1
+$805K
2
+$608K
3
+$573K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$551K
5
FN icon
Fabrinet
FN
+$451K

Sector Composition

1 Technology 13.62%
2 Financials 13.28%
3 Healthcare 11.95%
4 Industrials 8.31%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.51%
22,137
+150
52
$1.57M 0.5%
10,904
+2,020
53
$1.56M 0.5%
7,275
+25
54
$1.49M 0.47%
17,766
-363
55
$1.47M 0.47%
31,130
+606
56
$1.44M 0.46%
23,080
-1,130
57
$1.41M 0.45%
7,102
+100
58
$1.39M 0.44%
88,271
+60
59
$1.37M 0.43%
29,760
+3,105
60
$1.36M 0.43%
7,803
-111
61
$1.35M 0.43%
+9,045
62
$1.34M 0.43%
7,813
+3
63
$1.31M 0.42%
20,341
+550
64
$1.31M 0.42%
15,943
65
$1.29M 0.41%
28,100
-1,040
66
$1.28M 0.41%
13,889
+2
67
$1.27M 0.41%
22,191
-87
68
$1.26M 0.4%
31,605
69
$1.23M 0.39%
15,558
-777
70
$1.22M 0.39%
36,550
71
$1.21M 0.39%
35,246
+428
72
$1.19M 0.38%
11,140
73
$1.19M 0.38%
11,370
-343
74
$1.18M 0.37%
10,948
-1,128
75
$1.18M 0.37%
17,438
-2,486
1 2
3
4 5