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
801
$13K ﹤0.01%
800
802
$13K ﹤0.01%
1,000
803
$13K ﹤0.01%
360
804
$13K ﹤0.01%
100
805
$13K ﹤0.01%
400
806
$13K ﹤0.01%
255
807
$13K ﹤0.01%
599
808
$13K ﹤0.01%
79
809
$13K ﹤0.01%
1,000
810
$13K ﹤0.01%
1,025
811
$13K ﹤0.01%
762
+3
812
$12K ﹤0.01%
47
813
$12K ﹤0.01%
85
814
$12K ﹤0.01%
378
815
$12K ﹤0.01%
400
816
$12K ﹤0.01%
150
817
$12K ﹤0.01%
+600
818
$12K ﹤0.01%
800
819
$12K ﹤0.01%
+800
820
$12K ﹤0.01%
461
821
$12K ﹤0.01%
473
822
$12K ﹤0.01%
467
823
$11K ﹤0.01%
500
824
$11K ﹤0.01%
250
825
$11K ﹤0.01%
100
31 32
33
34 35