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
951
$3K ﹤0.01%
150
952
$3K ﹤0.01%
100
-350
953
$3K ﹤0.01%
108
+1
954
$3K ﹤0.01%
120
955
$3K ﹤0.01%
150
956
$3K ﹤0.01%
89
957
$3K ﹤0.01%
200
958
$3K ﹤0.01%
150
959
$3K ﹤0.01%
53
960
$3K ﹤0.01%
10,000
961
$3K ﹤0.01%
56
962
$2K ﹤0.01%
36
963
$2K ﹤0.01%
3
964
$2K ﹤0.01%
88
-893
965
$2K ﹤0.01%
52
966
$2K ﹤0.01%
40
967
$2K ﹤0.01%
40
968
$2K ﹤0.01%
25
969
$2K ﹤0.01%
446
970
$2K ﹤0.01%
77
971
$2K ﹤0.01%
90
972
$2K ﹤0.01%
80
973
$2K ﹤0.01%
199
974
$2K ﹤0.01%
250
975
$2K ﹤0.01%
90
37 38
39
40 41