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
76
$1.22M 0.34%
8,206
77
$1.22M 0.34%
31,605
78
$1.21M 0.33%
29,433
-7,656
79
$1.2M 0.33%
9,276
80
$1.18M 0.33%
7,886
-50
81
$1.14M 0.32%
16,793
-609
82
$1.14M 0.32%
8,003
-197
83
$1.1M 0.31%
40,080
-246
84
$1.09M 0.3%
5,811
-122
85
$1.09M 0.3%
46,292
-1,500
86
$1.07M 0.29%
6,835
+235
87
$1.06M 0.29%
4,952
-1,110
88
$1.05M 0.29%
2,675
+125
89
$1.04M 0.29%
5,028
-23
90
$1.03M 0.29%
14,373
-2,104
91
$1.02M 0.28%
50,729
+22,608
92
$1.01M 0.28%
76,500
93
$994K 0.27%
6,111
-75
94
$982K 0.27%
14,510
-970
95
$969K 0.27%
63,850
-7,550
96
$969K 0.27%
32,900
+1,800
97
$949K 0.26%
6,723
98
$945K 0.26%
2,525
+1,025
99
$938K 0.26%
21,263
+1,350
100
$929K 0.26%
16,852
-992
2 3
4
5 6