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
851
$4K ﹤0.01%
50
852
$4K ﹤0.01%
140
853
$4K ﹤0.01%
60
-1,200
854
$3K ﹤0.01%
700
855
$3K ﹤0.01%
21
856
$3K ﹤0.01%
72
857
$3K ﹤0.01%
62
858
$3K ﹤0.01%
40
859
$3K ﹤0.01%
1,000
860
$3K ﹤0.01%
105
861
$3K ﹤0.01%
66
862
$3K ﹤0.01%
61
863
$3K ﹤0.01%
40
864
$3K ﹤0.01%
46
-6
865
$3K ﹤0.01%
80
866
$3K ﹤0.01%
+810
867
$3K ﹤0.01%
100
868
$3K ﹤0.01%
200
869
$3K ﹤0.01%
100
870
$3K ﹤0.01%
100
871
$3K ﹤0.01%
74
872
$3K ﹤0.01%
200
873
$2K ﹤0.01%
+200
874
$2K ﹤0.01%
153
875
$2K ﹤0.01%
70
33 34
35
36 37