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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
976
$2K ﹤0.01%
77
977
$2K ﹤0.01%
75
978
$2K ﹤0.01%
90
979
$2K ﹤0.01%
80
980
$2K ﹤0.01%
199
981
$1K ﹤0.01%
20
982
$1K ﹤0.01%
20
983
$1K ﹤0.01%
24
984
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985
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15
986
$1K ﹤0.01%
126
987
$1K ﹤0.01%
10
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8
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$1K ﹤0.01%
50
990
$1K ﹤0.01%
66
991
$1K ﹤0.01%
25
992
$1K ﹤0.01%
9
993
$1K ﹤0.01%
100
-1,000
994
$1K ﹤0.01%
11
995
$1K ﹤0.01%
4
996
$1K ﹤0.01%
93
997
$1K ﹤0.01%
36
998
$1K ﹤0.01%
100
999
$1K ﹤0.01%
304
1000
$1K ﹤0.01%
42
38 39
40
41 42