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
26
$2.41M 0.78%
29,744
+1,850
27
$2.3M 0.74%
39,920
+1,580
28
$2.28M 0.74%
38,436
+297
29
$2.23M 0.72%
129,574
+6,276
30
$2.1M 0.68%
14,634
+580
31
$2M 0.65%
18,314
+1,063
32
$2M 0.65%
24,487
-641
33
$1.98M 0.64%
19,644
+8,725
34
$1.89M 0.61%
50,125
+75
35
$1.84M 0.6%
14,704
+972
36
$1.79M 0.58%
43,053
+2,953
37
$1.66M 0.54%
33,866
+5,817
38
$1.64M 0.53%
91,774
+15,194
39
$1.62M 0.53%
36,791
+551
40
$1.62M 0.52%
18,903
+348
41
$1.61M 0.52%
28,506
+2,000
42
$1.61M 0.52%
12,753
+264
43
$1.58M 0.51%
20,052
+3,035
44
$1.56M 0.51%
29,554
+3,282
45
$1.56M 0.51%
16,448
+450
46
$1.56M 0.5%
39,562
-698
47
$1.52M 0.49%
16,923
48
$1.52M 0.49%
20,509
+3,479
49
$1.51M 0.49%
75,150
+1,150
50
$1.49M 0.48%
12,639
+1,006
1
2
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