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
751
$18K 0.01%
600
752
$18K 0.01%
477
753
$18K 0.01%
1,005
-2,775
754
$18K 0.01%
1,000
755
$18K 0.01%
116
756
$17K ﹤0.01%
700
757
$17K ﹤0.01%
500
758
$17K ﹤0.01%
500
759
$17K ﹤0.01%
113
-175
760
$17K ﹤0.01%
13,500
761
$17K ﹤0.01%
500
762
$17K ﹤0.01%
100
763
$17K ﹤0.01%
+100
764
$17K ﹤0.01%
+35
765
$17K ﹤0.01%
128
766
$17K ﹤0.01%
2,978
+1,787
767
$17K ﹤0.01%
400
768
$17K ﹤0.01%
290
769
$17K ﹤0.01%
300
770
$17K ﹤0.01%
189
771
$16K ﹤0.01%
1,300
772
$16K ﹤0.01%
310
+30
773
$16K ﹤0.01%
100
774
$16K ﹤0.01%
800
775
$16K ﹤0.01%
240
29 30
31
32 33