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
701
$15K ﹤0.01%
200
702
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703
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100
704
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556
705
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250
706
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1,025
707
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300
-100
708
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182
+2
709
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710
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700
711
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500
712
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500
713
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2,000
714
$14K ﹤0.01%
310
715
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195
+3
716
$14K ﹤0.01%
201
-200
717
$14K ﹤0.01%
725
718
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200
719
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200
720
$14K ﹤0.01%
565
+3
721
$14K ﹤0.01%
1,000
722
$14K ﹤0.01%
1,181
+22
723
$14K ﹤0.01%
200
724
$14K ﹤0.01%
500
725
$14K ﹤0.01%
700
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