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
376
$83K 0.03%
+1,718
377
$83K 0.03%
+16,577
378
$82K 0.03%
2,100
379
$82K 0.03%
5,200
380
$81K 0.03%
1,850
+200
381
$81K 0.03%
+5,906
382
$81K 0.03%
14
+3
383
$81K 0.03%
+1,500
384
$80K 0.03%
7,800
+600
385
$80K 0.03%
+9,119
386
$78K 0.03%
3,020
387
$78K 0.03%
1,607
+908
388
$77K 0.02%
525
389
$77K 0.02%
1,475
390
$76K 0.02%
2,450
391
$75K 0.02%
628
392
$75K 0.02%
1,058
393
$75K 0.02%
640
394
$75K 0.02%
1,625
395
$75K 0.02%
+161,080
396
$75K 0.02%
800
397
$73K 0.02%
797
398
$73K 0.02%
3,500
399
$73K 0.02%
+20,000
400
$73K 0.02%
1,850
14 15
16
17 18