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
601
$26K 0.01%
332
+200
602
$26K 0.01%
+600
603
$26K 0.01%
175
-150
604
$26K 0.01%
1,000
605
$25K 0.01%
450
606
$25K 0.01%
551
+1
607
$25K 0.01%
675
+100
608
$25K 0.01%
1,500
609
$24K 0.01%
432
610
$24K 0.01%
750
611
$24K 0.01%
1,825
612
$24K 0.01%
1,800
613
$24K 0.01%
925
614
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300
615
$24K 0.01%
2,240
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616
$23K 0.01%
450
617
$23K 0.01%
930
+351
618
$23K 0.01%
310
619
$23K 0.01%
125
620
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621
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622
$23K 0.01%
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623
$22K 0.01%
481
624
$22K 0.01%
400
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625
$22K 0.01%
1,200
23 24
25
26 27