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
726
$7K ﹤0.01%
2,000
727
$7K ﹤0.01%
1,000
728
$7K ﹤0.01%
162
+2
729
$7K ﹤0.01%
+2
730
$7K ﹤0.01%
164
731
$7K ﹤0.01%
261
-4
732
$7K ﹤0.01%
200
733
$6K ﹤0.01%
500
-18
734
$6K ﹤0.01%
117
735
$6K ﹤0.01%
50
736
$6K ﹤0.01%
19
737
$6K ﹤0.01%
400
738
$6K ﹤0.01%
50
739
$6K ﹤0.01%
100
740
$6K ﹤0.01%
+2,500
741
$6K ﹤0.01%
150
742
$6K ﹤0.01%
200
743
$6K ﹤0.01%
150
744
$5K ﹤0.01%
500
745
$5K ﹤0.01%
50
746
$5K ﹤0.01%
80
-722
747
$5K ﹤0.01%
148
748
$5K ﹤0.01%
200
749
$5K ﹤0.01%
29
750
$5K ﹤0.01%
+36
28 29
30
31 32