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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
1001
$1K ﹤0.01%
100
-238
1002
– –
-800
1003
– –
-114
1004
– –
-400
1005
– –
0
1006
– –
-400
1007
– –
-284
1008
– –
-100
1009
– –
0
1010
– –
0
1011
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0
1012
$0 ﹤0.01%
10
1013
– –
0
1014
– –
-400
1015
– –
-200
1016
– –
-230
1017
– –
-400
1018
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0
1019
– –
-4,000
1020
$0 ﹤0.01%
20
1021
– –
0
1022
– –
-63
1023
– –
0
1024
– –
-2,115
1025
– –
-1,565
39 40
41
42 43