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
901
$6K ﹤0.01%
+1,000
902
$6K ﹤0.01%
400
903
$6K ﹤0.01%
300
904
$6K ﹤0.01%
55
905
$6K ﹤0.01%
+300
906
$6K ﹤0.01%
3,500
907
$6K ﹤0.01%
20
908
$6K ﹤0.01%
312
909
$6K ﹤0.01%
150
910
$6K ﹤0.01%
306
911
$5K ﹤0.01%
48
912
$5K ﹤0.01%
100
913
$5K ﹤0.01%
17
914
$5K ﹤0.01%
145
915
$5K ﹤0.01%
250
916
$5K ﹤0.01%
130
917
$5K ﹤0.01%
74
918
$5K ﹤0.01%
150
-1,250
919
$5K ﹤0.01%
130
920
$5K ﹤0.01%
40
921
$5K ﹤0.01%
106
922
$4K ﹤0.01%
400
923
$4K ﹤0.01%
175
924
$4K ﹤0.01%
32
925
$4K ﹤0.01%
148
35 36
37
38 39