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
601
$28K 0.01%
+1,668
602
$28K 0.01%
+1,200
603
$28K 0.01%
627
+27
604
$28K 0.01%
+1,000
605
$28K 0.01%
1,500
606
$28K 0.01%
300
607
$27K 0.01%
+1,817
608
$27K 0.01%
340
609
$27K 0.01%
+1,275
610
$27K 0.01%
1,200
611
$27K 0.01%
2,103
612
$27K 0.01%
+1,100
613
$26K 0.01%
1,200
614
$26K 0.01%
+1,941
615
$26K 0.01%
700
616
$26K 0.01%
+350
617
$26K 0.01%
+1,000
618
$26K 0.01%
808
619
$26K 0.01%
+2,000
620
$25K 0.01%
+1,825
621
$25K 0.01%
+705
622
$25K 0.01%
729
-277
623
$25K 0.01%
925
624
$25K 0.01%
1,825
+1,325
625
$24K 0.01%
432
23 24
25
26 27