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
876
$8K ﹤0.01%
300
877
$8K ﹤0.01%
55
878
$8K ﹤0.01%
8
879
$8K ﹤0.01%
70
880
$8K ﹤0.01%
75
881
$8K ﹤0.01%
+100
882
$8K ﹤0.01%
100
883
$8K ﹤0.01%
774
+16
884
$7K ﹤0.01%
138
885
$7K ﹤0.01%
122
886
$7K ﹤0.01%
215
887
$7K ﹤0.01%
176
+2
888
$7K ﹤0.01%
100
889
$7K ﹤0.01%
827
890
$7K ﹤0.01%
100
891
$7K ﹤0.01%
500
892
$7K ﹤0.01%
200
893
$7K ﹤0.01%
42
894
$7K ﹤0.01%
225
895
$7K ﹤0.01%
150
896
$7K ﹤0.01%
248
897
$7K ﹤0.01%
227
898
$6K ﹤0.01%
112
899
$6K ﹤0.01%
159
900
$6K ﹤0.01%
72
34 35
36
37 38