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OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$3.99M
3
+$3.04M
4
COST icon
Costco
COST
+$2.99M
5
CSCO icon
Cisco
CSCO
+$2.78M

Top Sells

1
+$1.01M
2
+$946K
3
+$939K
4
JGT
NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA)
JGT
+$864K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$651K

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
626
$22K 0.01%
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627
$22K 0.01%
622
628
$22K 0.01%
1,150
629
$22K 0.01%
+500
630
$21K 0.01%
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631
$21K 0.01%
340
632
$21K 0.01%
200
633
$21K 0.01%
320
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635
$21K 0.01%
491
636
$21K 0.01%
+1,000
637
$21K 0.01%
686
638
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600
+500
639
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640
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1,500
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$21K 0.01%
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644
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$21K 0.01%
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$21K 0.01%
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$20K 0.01%
352
648
$20K 0.01%
1,480
649
$20K 0.01%
1,753
650
$20K 0.01%
568
24 25
26
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