OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
451
$58K 0.02%
600
+200
452
$58K 0.02%
+400
453
$57K 0.02%
+970
454
$57K 0.02%
982
+400
455
$57K 0.02%
922
456
$57K 0.02%
+906
457
$57K 0.02%
3,968
458
$56K 0.02%
+1,100
459
$56K 0.02%
680
460
$56K 0.02%
+1,520
461
$56K 0.02%
+850
462
$56K 0.02%
+3,000
463
$56K 0.02%
1,500
+300
464
$56K 0.02%
1,500
465
$56K 0.02%
1,880
+1,000
466
$56K 0.02%
2,600
467
$56K 0.02%
825
+625
468
$56K 0.02%
+515
469
$55K 0.02%
+3,000
470
$55K 0.02%
+1,150
471
$55K 0.02%
3,361
+2,379
472
$55K 0.02%
+900
473
$54K 0.02%
600
474
$54K 0.02%
1,900
475
$54K 0.02%
1,480
-500
17 18
19
20 21