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
476
$53K 0.02%
+2,380
477
$53K 0.02%
1,100
478
$53K 0.02%
295
+100
479
$52K 0.02%
1,400
480
$51K 0.02%
520
481
$50K 0.02%
3,281
482
$50K 0.02%
+1,033
483
$49K 0.02%
1,200
484
$49K 0.02%
+2,700
485
$49K 0.02%
2,015
486
$49K 0.02%
1,500
-500
487
$49K 0.02%
+500
488
$48K 0.02%
845
-1,275
489
$48K 0.02%
2,253
490
$48K 0.02%
2,000
491
$47K 0.02%
4,000
+1,500
492
$47K 0.02%
+250
493
$47K 0.02%
909
+309
494
$47K 0.02%
+400
495
$47K 0.02%
+3,700
496
$47K 0.02%
+1,300
497
$46K 0.01%
800
498
$46K 0.01%
1,124
499
$46K 0.01%
1,226
+950
500
$46K 0.01%
6,064
+6,000
18 19
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