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
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
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4
862
$9K ﹤0.01%
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863
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864
$9K ﹤0.01%
314
+7
865
$9K ﹤0.01%
28
866
$9K ﹤0.01%
500
867
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500
868
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869
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50
870
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510
871
$8K ﹤0.01%
+100
872
$8K ﹤0.01%
325
873
$8K ﹤0.01%
300
874
$8K ﹤0.01%
80
875
$8K ﹤0.01%
200
33 34
35
36 37