OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
+5.14%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$282M
AUM Growth
+$282M
(+6.1%)
Cap. Flow
+$4.55M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
20.92%
Holding
298
New
23
Increased
105
Reduced
96
Closed
12
Top Buys
| 1 |
Eagle Materials
EXP
|
$958K |
| 2 |
WP
Worldpay, Inc.
WP
|
$880K |
| 3 |
IPG Photonics
IPGP
|
$863K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$767K |
| 5 |
Halliburton
HAL
|
$734K |
Top Sells
| 1 |
Yum China
YUMC
|
$531K |
| 2 |
Mattel
MAT
|
$479K |
| 3 |
VF Corp
VFC
|
$459K |
| 4 |
Celanese
CE
|
$443K |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$431K |
Sector Composition
| 1 | Financials | 13.09% |
| 2 | Technology | 12.66% |
| 3 | Healthcare | 12.17% |
| 4 | Industrials | 7.81% |
| 5 | Consumer Discretionary | 7.19% |
