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
476
$48K 0.02%
1,025
-450
477
$48K 0.02%
2,000
478
$48K 0.02%
+450
479
$48K 0.02%
800
480
$47K 0.02%
700
481
$47K 0.02%
1,124
482
$47K 0.02%
6,000
-64
483
$47K 0.02%
1,500
484
$47K 0.02%
1,426
485
$46K 0.01%
1,900
486
$46K 0.01%
1,590
487
$46K 0.01%
3,057
488
$46K 0.01%
+600
489
$46K 0.01%
909
490
$46K 0.01%
350
491
$45K 0.01%
2,853
492
$45K 0.01%
2,092
493
$45K 0.01%
1,226
494
$45K 0.01%
1,527
495
$45K 0.01%
946
+6
496
$45K 0.01%
940
497
$45K 0.01%
560
498
$45K 0.01%
500
499
$44K 0.01%
1,100
500
$44K 0.01%
2,000
18 19
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