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
51
$1.42M 0.46%
26,974
-3,380
52
$1.42M 0.45%
168,000
+77,290
53
$1.4M 0.45%
13,410
+53
54
$1.4M 0.45%
59,319
+6,057
55
$1.37M 0.44%
11,863
-1,171
56
$1.37M 0.44%
11,312
-971
57
$1.32M 0.42%
86,059
+7,215
58
$1.31M 0.42%
11,400
+80
59
$1.28M 0.41%
132,438
60
$1.26M 0.41%
26,302
-800
61
$1.25M 0.4%
33,766
+400
62
$1.23M 0.4%
17,808
-875
63
$1.23M 0.4%
13,133
+550
64
$1.21M 0.39%
20,910
65
$1.19M 0.38%
9,187
+803
66
$1.19M 0.38%
22,712
-587
67
$1.19M 0.38%
15,622
+1,377
68
$1.17M 0.38%
16,705
-252
69
$1.15M 0.37%
77,255
70
$1.15M 0.37%
7,195
71
$1.14M 0.37%
38,383
+1,100
72
$1.14M 0.37%
11,605
+3,035
73
$1.11M 0.36%
13,014
-389
74
$1.11M 0.36%
45,888
+24,430
75
$1.08M 0.35%
31,630
-1,700
1 2
3
4 5