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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
951
$0 ﹤0.01%
1,000
952
– –
-800
953
– –
-2,590
954
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-800
955
– –
-8,400
956
$0 ﹤0.01%
17
-1,033
957
– –
-200
958
$0 ﹤0.01%
166
959
– –
-200
960
$0 ﹤0.01%
5
961
– –
-22
962
$0 ﹤0.01%
500
963
$0 ﹤0.01%
8
964
– –
-200
965
– –
-7,750
966
– –
-6,956
967
$0 ﹤0.01%
1,500
968
– –
-800
969
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-4
970
– –
-500
971
$0 ﹤0.01%
395
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972
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-68
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974
$0 ﹤0.01%
163
975
– –
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