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
551
$36K 0.01%
+2,000
552
$35K 0.01%
907
-593
553
$34K 0.01%
1,100
554
$34K 0.01%
750
555
$34K 0.01%
1,964
-1,000
556
$34K 0.01%
+1,010
557
$34K 0.01%
2,580
+2,330
558
$34K 0.01%
600
+500
559
$34K 0.01%
1,650
-4,335
560
$34K 0.01%
+720
561
$34K 0.01%
400
562
$33K 0.01%
459
+375
563
$33K 0.01%
3,000
564
$33K 0.01%
850
565
$33K 0.01%
2,217
+1,857
566
$33K 0.01%
+400
567
$33K 0.01%
768
+512
568
$33K 0.01%
+1,000
569
$33K 0.01%
625
570
$33K 0.01%
1,450
+1,235
571
$32K 0.01%
+1,309
572
$32K 0.01%
751
+441
573
$32K 0.01%
+2,688
574
$32K 0.01%
550
575
$32K 0.01%
1,000
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