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
401
$73K 0.02%
2,948
402
$73K 0.02%
1,217
+1,033
403
$72K 0.02%
2,337
404
$72K 0.02%
4,625
405
$72K 0.02%
1,600
406
$72K 0.02%
2,400
407
$72K 0.02%
1,250
+750
408
$71K 0.02%
2,092
409
$71K 0.02%
1,530
410
$71K 0.02%
+1,312
411
$70K 0.02%
2,588
+1,588
412
$70K 0.02%
+2,259
413
$70K 0.02%
7,700
414
$70K 0.02%
1,346
415
$70K 0.02%
866
-80
416
$70K 0.02%
900
417
$70K 0.02%
+2,173
418
$69K 0.02%
+700
419
$69K 0.02%
6,500
420
$67K 0.02%
11,195
421
$67K 0.02%
1,650
+1,500
422
$67K 0.02%
+1,035
423
$67K 0.02%
1,433
-67
424
$66K 0.02%
898
+774
425
$65K 0.02%
+1,200
15 16
17
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