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
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
+446
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%
700
737
$12K ﹤0.01%
265
738
$12K ﹤0.01%
800
739
$12K ﹤0.01%
1,500
740
$12K ﹤0.01%
250
741
$12K ﹤0.01%
242
+2
742
$12K ﹤0.01%
375
743
$12K ﹤0.01%
242
744
$12K ﹤0.01%
880
745
$12K ﹤0.01%
200
746
$11K ﹤0.01%
186
747
$11K ﹤0.01%
+1,200
748
$11K ﹤0.01%
1,000
749
$11K ﹤0.01%
386
750
$11K ﹤0.01%
1,000
28 29
30
31 32