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
101
$926K 0.26%
8,280
-73
102
$913K 0.25%
36,850
103
$910K 0.25%
7,928
+100
104
$906K 0.25%
16,121
-1,565
105
$903K 0.25%
9,148
-1,928
106
$894K 0.25%
4,954
-37
107
$882K 0.24%
38,550
+19,500
108
$863K 0.24%
38,550
-100
109
$858K 0.24%
19,673
-912
110
$851K 0.24%
2,459
+200
111
$840K 0.23%
5,814
-202
112
$838K 0.23%
11,421
-2,166
113
$835K 0.23%
22,488
114
$831K 0.23%
7,475
115
$810K 0.22%
33,285
+155
116
$809K 0.22%
12,800
117
$800K 0.22%
403
-15
118
$768K 0.21%
7,160
119
$759K 0.21%
41,200
-1,000
120
$759K 0.21%
10,573
+850
121
$758K 0.21%
2,840
+147
122
$746K 0.21%
18,535
+375
123
$741K 0.2%
18,082
-300
124
$741K 0.2%
15,526
-2,348
125
$731K 0.2%
17,140
-200
3 4
5
6 7