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
$311M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$2.22M
3
+$1.63M
4
COST icon
Costco
COST
+$1.57M
5
CSCO icon
Cisco
CSCO
+$1.52M

Top Sells

1
+$1.03M
2
+$939K
3
+$924K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$651K
5
GILD icon
Gilead Sciences
GILD
+$561K

Sector Composition

1 Financials 12.87%
2 Healthcare 11.95%
3 Technology 11.45%
4 Industrials 8.16%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$99K 0.03%
1,580
-500
352
$99K 0.03%
6,971
-3,201
353
$99K 0.03%
+1,250
354
$98K 0.03%
10,225
355
$97K 0.03%
1,530
356
$96K 0.03%
697
+122
357
$96K 0.03%
1,250
-300
358
$96K 0.03%
3,600
-400
359
$95K 0.03%
1,418
360
$95K 0.03%
+1,650
361
$94K 0.03%
1,058
362
$94K 0.03%
7,800
363
$94K 0.03%
2,036
+929
364
$94K 0.03%
5,200
365
$93K 0.03%
1,165
366
$93K 0.03%
1,400
-60
367
$93K 0.03%
1,522
368
$93K 0.03%
11,439
+164
369
$92K 0.03%
1,083
+375
370
$90K 0.03%
1,850
371
$89K 0.03%
125,000
372
$88K 0.03%
2,150
373
$88K 0.03%
1,500
-100
374
$88K 0.03%
12,557
+38
375
$87K 0.03%
2,120
+600
13 14
15
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