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
176
$423K 0.12%
3,468
+194
177
$414K 0.11%
2,512
+32
178
$413K 0.11%
7,115
179
$411K 0.11%
4,575
180
$410K 0.11%
4,937
-2,978
181
$409K 0.11%
22,475
182
$408K 0.11%
25,000
183
$405K 0.11%
13,000
184
$399K 0.11%
60,000
185
$398K 0.11%
3,063
+225
186
$389K 0.11%
6,900
+2,400
187
$381K 0.11%
7,970
+311
188
$381K 0.11%
43,876
+7,257
189
$379K 0.1%
2,229
190
$377K 0.1%
6,505
-86
191
$372K 0.1%
8,235
+20
192
$370K 0.1%
24,500
193
$368K 0.1%
8,140
194
$366K 0.1%
4,730
195
$366K 0.1%
4,750
196
$364K 0.1%
1,030
-75
197
$363K 0.1%
4,704
198
$363K 0.1%
6,968
-313
199
$362K 0.1%
2,418
200
$361K 0.1%
3,400
6 7
8
9 10