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
1
$15.1M 4.18%
268,224
-404
2
$8.67M 2.4%
29,824
-2,404
3
$8.64M 2.39%
32,470
-1,720
4
$8.04M 2.22%
69,929
-1,018
5
$7.5M 2.07%
27,770
-437
6
$5.55M 1.53%
24,926
-525
7
$5.29M 1.46%
61,169
-133
8
$5.03M 1.39%
43,967
-2,023
9
$4.73M 1.31%
47,260
-3,040
10
$4.66M 1.29%
98,466
-1,200
11
$4.56M 1.26%
93,657
+1,183
12
$4.33M 1.2%
233,550
13
$4.27M 1.18%
25,990
+3,305
14
$4.27M 1.18%
55,343
-5,686
15
$4.12M 1.14%
36,497
+85
16
$3.9M 1.08%
41,197
-672
17
$3.88M 1.07%
64,980
+6,400
18
$3.74M 1.03%
18,459
-1,736
19
$3.7M 1.02%
69,252
+38,958
20
$3.64M 1.01%
15,494
-941
21
$3.43M 0.95%
9,221
-257
22
$3.42M 0.95%
20,998
-865
23
$3.41M 0.94%
54,979
-375
24
$3.37M 0.93%
133,009
-8,441
25
$2.92M 0.81%
33,147
-1,444
1
2 3 4 5