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
451
$56K 0.02%
1,150
452
$56K 0.02%
1,400
453
$55K 0.02%
1,850
454
$55K 0.02%
919
+3
455
$55K 0.02%
2,049
-450
456
$54K 0.02%
500
457
$52K 0.02%
898
458
$52K 0.02%
2,380
459
$52K 0.02%
1,482
+2
460
$52K 0.02%
2,014
+4
461
$52K 0.02%
1,700
-124
462
$52K 0.02%
1,234
-2,450
463
$51K 0.02%
2,000
464
$51K 0.02%
2,138
465
$51K 0.02%
2,253
466
$51K 0.02%
763
-200
467
$51K 0.02%
13
468
$50K 0.02%
350
469
$49K 0.02%
924
-283
470
$49K 0.02%
500
471
$49K 0.02%
2,024
+8
472
$48K 0.02%
3,000
473
$48K 0.02%
1,458
474
$48K 0.02%
1,100
475
$48K 0.02%
+1,000
17 18
19
20 21