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
826
$2K ﹤0.01%
75
827
$2K ﹤0.01%
1,000
828
$1K ﹤0.01%
+100
829
$1K ﹤0.01%
36
+17
830
$1K ﹤0.01%
+3
831
$1K ﹤0.01%
50
-12,500
832
$1K ﹤0.01%
326
833
$1K ﹤0.01%
41
834
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18
-279
835
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26
836
$1K ﹤0.01%
50
837
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+27
838
$1K ﹤0.01%
8
839
$1K ﹤0.01%
55
840
$1K ﹤0.01%
50
841
$1K ﹤0.01%
66
842
$1K ﹤0.01%
10
843
$1K ﹤0.01%
+61
844
$1K ﹤0.01%
25
845
$1K ﹤0.01%
16
846
$1K ﹤0.01%
+100
847
$1K ﹤0.01%
12
-125
848
$1K ﹤0.01%
43
849
$1K ﹤0.01%
200
850
$1K ﹤0.01%
100
+50
32 33
34
35 36