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
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%
395
833
$5K ﹤0.01%
70
834
$5K ﹤0.01%
500
835
$5K ﹤0.01%
47
836
$5K ﹤0.01%
726
837
$5K ﹤0.01%
808
838
$5K ﹤0.01%
592
839
$5K ﹤0.01%
50
840
$5K ﹤0.01%
250
841
$5K ﹤0.01%
1,308
842
$5K ﹤0.01%
100
843
$5K ﹤0.01%
55
-133
844
$5K ﹤0.01%
200
845
$4K ﹤0.01%
230
+5
846
$4K ﹤0.01%
1,126
+500
847
$4K ﹤0.01%
100
848
$4K ﹤0.01%
60
-1,200
849
$4K ﹤0.01%
100
850
$4K ﹤0.01%
100
32 33
34
35 36