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
626
$24K 0.01%
450
+200
627
$24K 0.01%
800
628
$24K 0.01%
622
-50
629
$24K 0.01%
450
630
$24K 0.01%
20
631
$24K 0.01%
300
-160
632
$23K 0.01%
+1,675
633
$23K 0.01%
400
634
$23K 0.01%
+1,000
635
$23K 0.01%
+900
636
$23K 0.01%
+175
637
$22K 0.01%
+481
638
$22K 0.01%
+500
639
$22K 0.01%
200
640
$22K 0.01%
700
641
$22K 0.01%
646
+1
642
$22K 0.01%
1,753
643
$22K 0.01%
606
644
$22K 0.01%
1,657
+957
645
$22K 0.01%
400
646
$22K 0.01%
+874
647
$22K 0.01%
1,150
648
$21K 0.01%
450
649
$21K 0.01%
80
-7
650
$21K 0.01%
+200
24 25
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