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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
676
$18K 0.01%
335
677
$18K 0.01%
300
678
$18K 0.01%
1,683
679
$18K 0.01%
500
-3,500
680
$17K 0.01%
400
681
$17K 0.01%
1,256
+255
682
$17K 0.01%
155
683
$17K 0.01%
3,500
684
$17K 0.01%
1,430
+425
685
$17K 0.01%
150
686
$17K 0.01%
1,000
687
$17K 0.01%
+400
688
$17K 0.01%
+200
689
$17K 0.01%
2,000
+1,000
690
$16K 0.01%
429
+1
691
$16K 0.01%
408
692
$16K 0.01%
504
693
$16K 0.01%
400
694
$16K 0.01%
425
695
$16K 0.01%
2,400
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696
$16K 0.01%
600
697
$16K 0.01%
1,000
698
$16K 0.01%
200
699
$16K 0.01%
400
700
$16K 0.01%
303
+142
26 27
28
29 30