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
726
$21K 0.01%
650
727
$21K 0.01%
+150
728
$21K 0.01%
400
729
$21K 0.01%
+1,600
730
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450
731
$20K 0.01%
500
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732
$20K 0.01%
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733
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200
734
$20K 0.01%
1,500
735
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100
736
$20K 0.01%
631
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400
738
$20K 0.01%
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$19K 0.01%
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740
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$19K 0.01%
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744
$19K 0.01%
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$18K 0.01%
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$18K 0.01%
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748
$18K 0.01%
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$18K 0.01%
51
750
$18K 0.01%
400
28 29
30
31 32