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
726
$14K ﹤0.01%
250
727
$14K ﹤0.01%
1,100
+500
728
$13K ﹤0.01%
153
-21
729
$13K ﹤0.01%
300
730
$13K ﹤0.01%
+521
731
$13K ﹤0.01%
350
-1,100
732
$13K ﹤0.01%
400
733
$13K ﹤0.01%
200
734
$13K ﹤0.01%
292
735
$13K ﹤0.01%
1,500
736
$12K ﹤0.01%
1,500
737
$12K ﹤0.01%
250
738
$12K ﹤0.01%
242
+2
739
$12K ﹤0.01%
375
740
$12K ﹤0.01%
242
741
$12K ﹤0.01%
880
742
$12K ﹤0.01%
200
743
$12K ﹤0.01%
700
744
$12K ﹤0.01%
265
745
$12K ﹤0.01%
800
746
$11K ﹤0.01%
386
747
$11K ﹤0.01%
186
748
$11K ﹤0.01%
+1,200
749
$11K ﹤0.01%
1,000
750
$11K ﹤0.01%
1,000
28 29
30
31 32