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
826
$11K ﹤0.01%
67
827
$11K ﹤0.01%
375
828
$11K ﹤0.01%
12
829
$11K ﹤0.01%
400
830
$11K ﹤0.01%
100
831
$11K ﹤0.01%
71
+26
832
$11K ﹤0.01%
+25
833
$11K ﹤0.01%
472
834
$10K ﹤0.01%
240
-287
835
$10K ﹤0.01%
+900
836
$10K ﹤0.01%
234
837
$10K ﹤0.01%
1,500
838
$10K ﹤0.01%
200
839
$10K ﹤0.01%
200
840
$10K ﹤0.01%
400
841
$10K ﹤0.01%
360
842
$10K ﹤0.01%
100
-200
843
$10K ﹤0.01%
1,000
844
$10K ﹤0.01%
350
845
$10K ﹤0.01%
600
-260
846
$10K ﹤0.01%
2,600
+500
847
$10K ﹤0.01%
125
-425
848
$10K ﹤0.01%
300
849
$10K ﹤0.01%
200
850
$9K ﹤0.01%
300
32 33
34
35 36