OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
+$2.06M
2
+$598K
3
+$457K
4
IPG
Interpublic Group of Companies
IPG
+$441K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$383K

Top Sells

1
+$685K
2
+$567K
3
+$453K
4
UNH icon
UnitedHealth
UNH
+$447K
5
GILD icon
Gilead Sciences
GILD
+$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
776
$16K ﹤0.01%
200
777
$16K ﹤0.01%
1,130
778
$16K ﹤0.01%
600
779
$16K ﹤0.01%
233
780
$16K ﹤0.01%
488
781
$15K ﹤0.01%
400
782
$15K ﹤0.01%
282
783
$15K ﹤0.01%
300
784
$15K ﹤0.01%
200
-190
785
$15K ﹤0.01%
500
+300
786
$14K ﹤0.01%
283
787
$14K ﹤0.01%
+60
788
$14K ﹤0.01%
300
789
$14K ﹤0.01%
215
790
$14K ﹤0.01%
250
791
$14K ﹤0.01%
150
792
$14K ﹤0.01%
200
793
$14K ﹤0.01%
400
794
$14K ﹤0.01%
+700
795
$14K ﹤0.01%
149
-200
796
$14K ﹤0.01%
+10
797
$14K ﹤0.01%
800
798
$14K ﹤0.01%
427
799
$14K ﹤0.01%
200
800
$14K ﹤0.01%
100
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