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
526
$41K 0.01%
+1,000
527
$41K 0.01%
400
-250
528
$40K 0.01%
+1,500
529
$40K 0.01%
+555
530
$40K 0.01%
275
+125
531
$40K 0.01%
+1,000
532
$40K 0.01%
1,544
533
$39K 0.01%
+1,000
534
$39K 0.01%
1,426
535
$39K 0.01%
1,148
+148
536
$39K 0.01%
+2,000
537
$38K 0.01%
1,080
+30
538
$38K 0.01%
+1,500
539
$38K 0.01%
+825
540
$38K 0.01%
1,527
541
$38K 0.01%
+1,050
542
$38K 0.01%
+2,000
543
$37K 0.01%
1,792
+1,410
544
$37K 0.01%
+1,500
545
$37K 0.01%
+2,572
546
$37K 0.01%
+1,000
547
$36K 0.01%
2,258
548
$36K 0.01%
+1,500
549
$36K 0.01%
300
+1
550
$36K 0.01%
800
+452
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