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) 280

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

Sector Weighting

Basic Materials 1.73%
Capital Goods 6.5%
Conglomerates 0%
Consumer Cyclical 3.45%
Consumer/Non-Cyclical 2.62%
Energy 7.82%
Financial 41.63%
Healthcare 9.56%
Services 8.17%
Technology 12.98%
Transportation 2.68%
Utilities 2.66%

817 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR SERIES TRUST BARC SHT TR CP 60 New 1,950
VISTEON CORP COM NEW 60 New 600
ACCENTURE PLC IRELAND SHS CLASS A 58 16 38.10 725
MFS INTER INCOME TR SH BEN INT 58 1 2.31 10,866
WHOLE FOODS MKT INC COM 58 -12 (16.67) 1,500
SPDR INDEX SHS FDS ASIA PACIF ETF 57 New 680
MORGAN STANLEY COM NEW 57 New 1,790
OLD NATL BANCORP IND COM 56 New 3,968
F M C CORP COM NEW 56 New 800
EVERCORE PARTNERS INC CLASS A 56 New 1,000
NUVEEN BUILD AMER BD OPPTNY FD COM 55 New 2,600
AMERICAN TOWER CORP NEW COM 55 New 600
ISHARES MSCI BRZ CAP ETF 53 24 83.33 1,100
CRESTWOOD MIDSTREAM PARTNERS L UNIT LTD PARTNER 53 New 2,416
RED HAT INC COM 53 4 7.22 965
BARCLAYS BK PLC IPSP CROIL ETN 52 25 90.91 2,100
NORFOLK SOUTHERN CORP COM 52 52 New 500
WESTERN UN CO COM 52 New 2,964
SEVENTY SEVEN ENERGY INC COM 51 New 2,090
BRINKS CO COM 51 New 1,900


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