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
$362M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$544K
3
+$457K
4
IPG icon
Interpublic Group of Companies
IPG
+$446K
5
NFLX icon
Netflix
NFLX
+$384K

Top Sells

1
+$699K
2
+$497K
3
+$458K
4
GILD icon
Gilead Sciences
GILD
+$439K
5
SLB icon
SLB Ltd
SLB
+$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
51
$1.55M 0.43%
13,645
-196
52
$1.54M 0.43%
21,163
-54
53
$1.52M 0.42%
13,466
-448
54
$1.51M 0.42%
7,268
-535
55
$1.5M 0.41%
17,654
+43
56
$1.49M 0.41%
103,742
-3,609
57
$1.48M 0.41%
86,232
-1,038
58
$1.48M 0.41%
15,379
59
$1.46M 0.4%
13,681
-1,064
60
$1.45M 0.4%
12,713
-1,000
61
$1.45M 0.4%
8,647
+2
62
$1.44M 0.4%
34,415
-821
63
$1.44M 0.4%
11,061
-82
64
$1.4M 0.39%
11,996
+240
65
$1.39M 0.38%
13,985
+400
66
$1.37M 0.38%
13,519
+1,525
67
$1.36M 0.38%
3,710
-55
68
$1.35M 0.37%
35,510
-600
69
$1.35M 0.37%
93,000
+8,000
70
$1.35M 0.37%
31,900
+650
71
$1.34M 0.37%
15,448
+400
72
$1.31M 0.36%
6,482
+123
73
$1.29M 0.36%
24,863
-4,851
74
$1.27M 0.35%
22,327
+19
75
$1.27M 0.35%
18,966
-325
1 2
3
4 5