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
951
$3K ﹤0.01%
108
+1
952
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120
953
$3K ﹤0.01%
150
954
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89
955
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200
956
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150
957
$3K ﹤0.01%
53
958
$3K ﹤0.01%
10,000
959
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56
960
$3K ﹤0.01%
150
961
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100
-350
962
$2K ﹤0.01%
80
963
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964
$2K ﹤0.01%
250
965
$2K ﹤0.01%
90
966
$2K ﹤0.01%
71
-500
967
$2K ﹤0.01%
36
968
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40
969
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25
970
$2K ﹤0.01%
446
971
$2K ﹤0.01%
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972
$2K ﹤0.01%
75
973
$2K ﹤0.01%
90
974
$2K ﹤0.01%
35
975
$2K ﹤0.01%
97
37 38
39
40 41