OPTIMUM INVESTMENT ADVISORS Information

33 N. LA SALLE, CHICAGO, Illinois, 60602, (312) 782-1515

Report Date: 03/31/2014

Position Statistics

Total Positions 817
New Positions 49
Increased Positions 158
Decreased Positions 236
Positions with Activity 394
Sold Out Positions 57
Total Mkt Value (in $ millions) 279

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.74%
Capital Goods 6.47%
Conglomerates 0%
Consumer Cyclical 3.4%
Consumer/Non-Cyclical 2.63%
Energy 7.75%
Financial 41.66%
Healthcare 9.61%
Services 8.11%
Technology 13.08%
Transportation 2.7%
Utilities 2.66%

57 Sold Out Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ADVISORSHARES TR PERITUS HG YLD -11 Sold Out 0
AKORN INC COM -51 Sold Out 0
ALLEGHANY CORP DEL COM -43 Sold Out 0
ANIKA THERAPEUTICS INC COM -24 Sold Out 0
ANSYS INC COM -56 Sold Out 0
ARRIS GROUP INC NEW COM -16 Sold Out 0
ATMOS ENERGY CORP COM -15 Sold Out 0
BEMIS INC COM -20 Sold Out 0
BIOLASE INC COM -5 Sold Out 0
BLACKHAWK NETWORK HLDGS INC CL B -2 Sold Out 0
BLACKROCK ENHANCED EQT DIV TR COM -13 Sold Out 0
BPZ RESOURCES INC COM -8 Sold Out 0
CARBO CERAMICS INC COM -72 Sold Out 0
CBRE CLARION GLOBAL REAL ESTAT COM -23 Sold Out 0
CENTERPOINT ENERGY INC COM -50 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG BRIC ETF -1 Sold Out 0
COMERICA INC COM -6 Sold Out 0
COMMERCIAL METALS CO COM -22 Sold Out 0
CORENERGY INFRASTRUCTURE TR IN COM -12 Sold Out 0
CUTERA INC COM -4 Sold Out 0


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