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
851
$9K ﹤0.01%
206
852
$9K ﹤0.01%
201
853
$9K ﹤0.01%
74
854
$9K ﹤0.01%
333
855
$9K ﹤0.01%
140
856
$9K ﹤0.01%
300
-1,902
857
$9K ﹤0.01%
330
858
$9K ﹤0.01%
58
859
$9K ﹤0.01%
840
860
$9K ﹤0.01%
700
861
$9K ﹤0.01%
4
862
$9K ﹤0.01%
200
863
$9K ﹤0.01%
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864
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314
+7
865
$9K ﹤0.01%
28
866
$9K ﹤0.01%
500
867
$9K ﹤0.01%
200
868
$9K ﹤0.01%
500
869
$8K ﹤0.01%
50
870
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871
$8K ﹤0.01%
510
872
$8K ﹤0.01%
+100
873
$8K ﹤0.01%
325
874
$8K ﹤0.01%
300
875
$8K ﹤0.01%
80
33 34
35
36 37