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
751
$11K ﹤0.01%
104
752
$11K ﹤0.01%
500
-700
753
$11K ﹤0.01%
64
754
$11K ﹤0.01%
200
755
$11K ﹤0.01%
400
-200
756
$11K ﹤0.01%
600
757
$10K ﹤0.01%
+370
758
$10K ﹤0.01%
350
-2,175
759
$10K ﹤0.01%
155
760
$10K ﹤0.01%
100
-420
761
$10K ﹤0.01%
200
762
$10K ﹤0.01%
100
763
$10K ﹤0.01%
296
764
$10K ﹤0.01%
600
+200
765
$10K ﹤0.01%
1,500
766
$10K ﹤0.01%
200
-300
767
$10K ﹤0.01%
420
768
$9K ﹤0.01%
803
769
$9K ﹤0.01%
50
770
$9K ﹤0.01%
720
771
$9K ﹤0.01%
100
772
$9K ﹤0.01%
212
773
$9K ﹤0.01%
70
774
$9K ﹤0.01%
163
775
$9K ﹤0.01%
+650
29 30
31
32 33