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
676
$18K 0.01%
1,500
677
$18K 0.01%
500
-3,500
678
$18K 0.01%
1,683
679
$18K 0.01%
300
680
$17K 0.01%
400
681
$17K 0.01%
1,256
+255
682
$17K 0.01%
+400
683
$17K 0.01%
155
684
$17K 0.01%
350
685
$17K 0.01%
1,430
+425
686
$17K 0.01%
150
687
$17K 0.01%
1,000
688
$17K 0.01%
+200
689
$17K 0.01%
2,000
+1,000
690
$16K 0.01%
429
+1
691
$16K 0.01%
200
692
$16K 0.01%
408
693
$16K 0.01%
1,000
694
$16K 0.01%
504
695
$16K 0.01%
400
696
$16K 0.01%
425
697
$16K 0.01%
2,400
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698
$16K 0.01%
400
699
$16K 0.01%
303
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700
$16K 0.01%
600
26 27
28
29 30