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
+$2.08M
2
+$544K
3
+$457K
4
IPG
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
926
$4K ﹤0.01%
98
927
$4K ﹤0.01%
2,000
-4,500
928
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107
929
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65
930
$4K ﹤0.01%
25
931
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166
932
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50
933
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76
934
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14
935
$4K ﹤0.01%
2,000
936
$4K ﹤0.01%
20
937
$4K ﹤0.01%
100
938
$4K ﹤0.01%
100
-25
939
$4K ﹤0.01%
127
940
$4K ﹤0.01%
100
941
$4K ﹤0.01%
200
942
$4K ﹤0.01%
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943
$4K ﹤0.01%
100
944
$4K ﹤0.01%
48
945
$4K ﹤0.01%
140
946
$4K ﹤0.01%
1,000
947
$4K ﹤0.01%
110
948
$4K ﹤0.01%
88
949
$4K ﹤0.01%
400
950
$4K ﹤0.01%
137
36 37
38
39 40