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
426
$65K 0.02%
1,404
427
$65K 0.02%
710
-600
428
$64K 0.02%
3,930
-500
429
$63K 0.02%
1,207
430
$63K 0.02%
1,850
+1,000
431
$63K 0.02%
869
+511
432
$62K 0.02%
+1,647
433
$62K 0.02%
42
-8
434
$62K 0.02%
1,500
+1,350
435
$62K 0.02%
1,309
436
$62K 0.02%
2,804
+388
437
$62K 0.02%
1,929
+1,500
438
$61K 0.02%
+2,000
439
$61K 0.02%
+1,600
440
$61K 0.02%
849
+219
441
$61K 0.02%
1,105
+140
442
$60K 0.02%
900
443
$60K 0.02%
1,950
444
$60K 0.02%
500
445
$59K 0.02%
11,111
+245
446
$59K 0.02%
867
-33
447
$59K 0.02%
1,800
+1,000
448
$58K 0.02%
1,000
449
$58K 0.02%
+2,006
450
$58K 0.02%
600
16 17
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