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
551
$32K 0.01%
2,527
+19
552
$32K 0.01%
+655
553
$32K 0.01%
350
+150
554
$32K 0.01%
1,674
+6
555
$32K 0.01%
690
556
$32K 0.01%
2,688
557
$32K 0.01%
2,000
-1,930
558
$32K 0.01%
750
559
$32K 0.01%
5,000
560
$32K 0.01%
+1,550
561
$31K 0.01%
+1,200
562
$31K 0.01%
400
563
$31K 0.01%
1,400
+200
564
$31K 0.01%
2,000
565
$31K 0.01%
600
566
$31K 0.01%
1,450
-4,300
567
$31K 0.01%
1,068
+18
568
$31K 0.01%
1,000
569
$31K 0.01%
2,100
+1,000
570
$30K 0.01%
274
571
$30K 0.01%
2,400
572
$30K 0.01%
1,227
+600
573
$30K 0.01%
691
-38
574
$29K 0.01%
1,300
575
$29K 0.01%
2,750
21 22
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