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
201
$358K 0.1%
7,500
+2,500
202
$348K 0.1%
3,405
203
$346K 0.1%
4,400
-150
204
$346K 0.1%
8,461
-575
205
$343K 0.09%
2,155
+500
206
$343K 0.09%
3,105
+2
207
$341K 0.09%
11,729
-1,600
208
$341K 0.09%
1,652
+100
209
$339K 0.09%
6,350
-34
210
$339K 0.09%
19,015
-546
211
$339K 0.09%
4,072
-1,097
212
$339K 0.09%
3,459
+15
213
$338K 0.09%
3,312
-100
214
$335K 0.09%
4,913
+600
215
$331K 0.09%
3,750
+300
216
$331K 0.09%
15,700
+5,400
217
$330K 0.09%
4,775
218
$329K 0.09%
3,066
219
$325K 0.09%
2,450
220
$323K 0.09%
2,100
221
$322K 0.09%
1,925
222
$319K 0.09%
27,192
223
$318K 0.09%
13,260
-400
224
$317K 0.09%
33,400
+11,410
225
$313K 0.09%
5,269
+4
7 8
9
10 11