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
576
$32K 0.01%
2,305
577
$32K 0.01%
+3,500
578
$32K 0.01%
+1,000
579
$31K 0.01%
310
-20
580
$31K 0.01%
500
581
$31K 0.01%
900
-200
582
$31K 0.01%
600
583
$31K 0.01%
300
584
$30K 0.01%
700
585
$30K 0.01%
274
586
$30K 0.01%
+290
587
$30K 0.01%
+1,050
588
$30K 0.01%
+2,400
589
$29K 0.01%
+4,000
590
$29K 0.01%
+400
591
$29K 0.01%
2,750
592
$29K 0.01%
932
593
$29K 0.01%
750
+300
594
$29K 0.01%
+327
595
$29K 0.01%
1,479
596
$29K 0.01%
1,148
597
$29K 0.01%
1,500
598
$29K 0.01%
1,127
+1,000
599
$28K 0.01%
600
600
$28K 0.01%
500
22 23
24
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