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
676
$18K 0.01%
400
677
$18K 0.01%
+300
678
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500
679
$18K 0.01%
200
680
$18K 0.01%
320
681
$18K 0.01%
+568
682
$18K 0.01%
+171
683
$18K 0.01%
1,000
684
$18K 0.01%
700
685
$18K 0.01%
335
686
$17K 0.01%
4,000
687
$17K 0.01%
1,000
688
$17K 0.01%
300
689
$17K 0.01%
300
+200
690
$17K 0.01%
100
691
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155
692
$17K 0.01%
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693
$17K 0.01%
34
694
$17K 0.01%
496
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695
$17K 0.01%
185
696
$17K 0.01%
200
697
$16K 0.01%
500
698
$16K 0.01%
800
+600
699
$16K 0.01%
408
700
$16K 0.01%
+2,000
26 27
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29 30