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
501
$46K 0.01%
+2,008
502
$46K 0.01%
3,200
503
$46K 0.01%
880
+280
504
$46K 0.01%
+800
505
$46K 0.01%
+500
506
$46K 0.01%
540
+200
507
$45K 0.01%
2,138
508
$45K 0.01%
500
509
$45K 0.01%
5,000
510
$45K 0.01%
1,025
511
$44K 0.01%
+350
512
$44K 0.01%
1,458
513
$44K 0.01%
1,100
514
$44K 0.01%
900
+750
515
$44K 0.01%
350
516
$43K 0.01%
+555
517
$43K 0.01%
691
+501
518
$43K 0.01%
+2,500
519
$43K 0.01%
+504
520
$43K 0.01%
+5,180
521
$43K 0.01%
600
522
$42K 0.01%
+143
523
$42K 0.01%
+2,000
524
$42K 0.01%
500
525
$41K 0.01%
+1,590
19 20
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