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
401
$74K 0.02%
1,580
-250
402
$73K 0.02%
1,301
+601
403
$73K 0.02%
3,118
404
$73K 0.02%
+939
405
$73K 0.02%
797
406
$72K 0.02%
1,698
407
$72K 0.02%
1,500
408
$71K 0.02%
1,284
409
$71K 0.02%
2,548
-400
410
$71K 0.02%
2,500
411
$71K 0.02%
1,600
412
$71K 0.02%
+1,000
413
$70K 0.02%
3,000
414
$70K 0.02%
4,224
+1
415
$69K 0.02%
2,000
-150
416
$69K 0.02%
950
-6,507
417
$68K 0.02%
6,682
+4,500
418
$67K 0.02%
900
419
$67K 0.02%
1,600
420
$67K 0.02%
3,900
-3,890
421
$66K 0.02%
20,000
422
$66K 0.02%
2,300
-2,400
423
$66K 0.02%
1,479
+630
424
$65K 0.02%
1,400
425
$64K 0.02%
600
15 16
17
18 19