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
$309M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$879K
3
+$876K
4
HOLX icon
Hologic
HOLX
+$784K
5
PFLT icon
PennantPark Floating Rate Capital
PFLT
+$626K

Top Sells

1
+$579K
2
+$551K
3
+$498K
4
BMY icon
Bristol-Myers Squibb
BMY
+$332K
5
DTV
DIRECTV COM STK (DE)
DTV
+$271K

Sector Composition

1 Financials 12.56%
2 Technology 10.96%
3 Healthcare 10.9%
4 Industrials 8.86%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.08%
2,513
+910
227
$256K 0.08%
23,600
-1,700
228
$255K 0.08%
8,677
229
$252K 0.08%
4,740
230
$249K 0.08%
+3,100
231
$247K 0.08%
+24,313
232
$243K 0.08%
8,475
+240
233
$242K 0.08%
5,501
-2,962
234
$241K 0.08%
6,505
-35
235
$236K 0.08%
3,436
+381
236
$236K 0.08%
15,270
237
$235K 0.08%
34,850
+200
238
$233K 0.08%
2,539
+2,004
239
$232K 0.08%
3,074
240
$231K 0.07%
16,056
241
$229K 0.07%
11,035
+3,720
242
$228K 0.07%
2,266
-412
243
$225K 0.07%
7,175
244
$222K 0.07%
1,485
245
$222K 0.07%
3,200
246
$221K 0.07%
1,078
247
$214K 0.07%
4,090
248
$213K 0.07%
1,793
+872
249
$213K 0.07%
3,440
+440
250
$208K 0.07%
7,728
+4,498
8 9
10
11 12