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
701
$16K 0.01%
313
702
$16K 0.01%
150
703
$16K 0.01%
100
704
$16K 0.01%
600
705
$16K 0.01%
600
706
$15K ﹤0.01%
+427
707
$15K ﹤0.01%
+245
708
$15K ﹤0.01%
236
709
$15K ﹤0.01%
575
710
$15K ﹤0.01%
+400
711
$15K ﹤0.01%
+179
712
$15K ﹤0.01%
504
713
$15K ﹤0.01%
180
714
$15K ﹤0.01%
+380
715
$15K ﹤0.01%
+1,500
716
$15K ﹤0.01%
+1,000
717
$15K ﹤0.01%
+600
718
$14K ﹤0.01%
+300
719
$14K ﹤0.01%
132
720
$14K ﹤0.01%
+190
721
$14K ﹤0.01%
1,500
722
$14K ﹤0.01%
200
723
$14K ﹤0.01%
527
724
$14K ﹤0.01%
+1,200
725
$14K ﹤0.01%
1,025
27 28
29
30 31