OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+21.77%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$287M
AUM Growth
+$43.3M
(+18%)
Cap. Flow
-$2.74M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
26.79%
Holding
962
New
65
Increased
177
Reduced
229
Closed
72
Top Buys
| 1 |
Netflix
NFLX
|
$797K |
| 2 |
Starbucks
SBUX
|
$683K |
| 3 |
Qualcomm
QCOM
|
$656K |
| 4 |
ServiceNow
NOW
|
$536K |
| 5 |
AbbVie
ABBV
|
$520K |
Top Sells
| 1 |
CY
Cypress Semiconductor
CY
|
$638K |
| 2 |
Amazon
AMZN
|
$607K |
| 3 |
Invesco QQQ Trust
QQQ
|
$434K |
| 4 |
Thermo Fisher Scientific
TMO
|
$417K |
| 5 |
Shopify
SHOP
|
$398K |
Sector Composition
| 1 | Technology | 23.44% |
| 2 | Healthcare | 11.4% |
| 3 | Financials | 9.82% |
| 4 | Consumer Discretionary | 7.87% |
| 5 | Communication Services | 7.36% |
