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
276
$176K 0.06%
3,736
-100
277
$176K 0.06%
1,271
+216
278
$175K 0.06%
5,025
+125
279
$174K 0.06%
6,850
280
$174K 0.06%
3,500
+500
281
$173K 0.06%
17,250
282
$171K 0.06%
2,952
+52
283
$167K 0.05%
+2,575
284
$166K 0.05%
3,650
+100
285
$166K 0.05%
+2,450
286
$165K 0.05%
4,440
-45
287
$163K 0.05%
1,575
+1,075
288
$162K 0.05%
2,624
289
$160K 0.05%
3,240
-11
290
$160K 0.05%
1,150
291
$159K 0.05%
1,811
292
$158K 0.05%
+3,930
293
$156K 0.05%
2,745
+300
294
$156K 0.05%
1,420
+500
295
$152K 0.05%
3,000
296
$151K 0.05%
3,782
297
$151K 0.05%
1,656
+656
298
$150K 0.05%
1,800
299
$148K 0.05%
1,900
300
$148K 0.05%
795
+595
10 11
12
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