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