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
801
$3K ﹤0.01%
130
-100
802
$2K ﹤0.01%
+32
803
$2K ﹤0.01%
130
-950
804
$2K ﹤0.01%
437
805
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56
806
$2K ﹤0.01%
+20
807
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+200
808
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2
-14
809
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810
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811
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812
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813
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814
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815
$2K ﹤0.01%
+2
816
$2K ﹤0.01%
100
817
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818
$2K ﹤0.01%
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819
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820
$2K ﹤0.01%
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821
$2K ﹤0.01%
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822
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823
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824
$2K ﹤0.01%
71
825
$2K ﹤0.01%
+100
31 32
33
34 35