OPTIMUM INVESTMENT ADVISORS
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 266,165
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/1/2014 | 754 | 266,165 | 13F-HR | OPTIMUM INVESTMENT ADVISORS |
| Q4 2013 | 2/10/2014 | 762 | 265,790 | 13F-HR | OPTIMUM INVESTMENT ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.9 K | 76.8% | 0 | 1.964 K | -1.964 K |
| ETFs | 54.96 K | 20.7% | 2.152 K | 0 | 2.152 K |
| Debt | 6.229 K | 2.3% | 207 | 0 | 207 |
| Other | 347 | 0.1% | 0 | 50 | -50 |
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Fund Snapshot
Q1 2014
Latest filed
5/1/2014
Total value ($000)
266,165
Holdings
754
QoQ value change ($000)
375
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.