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
826
$6K ﹤0.01%
150
827
$6K ﹤0.01%
+1,300
828
$6K ﹤0.01%
500
829
$6K ﹤0.01%
5,690
+2,345
830
$6K ﹤0.01%
552
+24
831
$6K ﹤0.01%
110
832
$5K ﹤0.01%
100
833
$5K ﹤0.01%
395
834
$5K ﹤0.01%
70
835
$5K ﹤0.01%
500
836
$5K ﹤0.01%
47
837
$5K ﹤0.01%
726
838
$5K ﹤0.01%
808
839
$5K ﹤0.01%
592
840
$5K ﹤0.01%
50
841
$5K ﹤0.01%
250
842
$5K ﹤0.01%
1,308
843
$5K ﹤0.01%
55
-133
844
$5K ﹤0.01%
200
845
$4K ﹤0.01%
100
846
$4K ﹤0.01%
230
+5
847
$4K ﹤0.01%
1,126
+500
848
$4K ﹤0.01%
100
849
$4K ﹤0.01%
100
850
$4K ﹤0.01%
+100
32 33
34
35 36