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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
1076
– –
-375
1077
– –
-1,950
1078
– –
0
1079
– –
0
1080
$0 ﹤0.01%
260
1081
– –
-128
1082
$0 ﹤0.01%
1,850
1083
– –
0
1084
– –
0
1085
– –
-1,000
1086
– –
0
1087
– –
-150
1088
$0 ﹤0.01%
8
1089
– –
-866
1090
$0 ﹤0.01%
7
1091
– –
-1,000
1092
– –
0
1093
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1094
– –
-81
1095
– –
0
1096
– –
-10,000
1097
– –
0
1098
– –
-1,500
1099
$0 ﹤0.01%
8
1100
– –
-400
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