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
51
$1.49M 0.48%
8,890
+670
52
$1.48M 0.48%
14,110
+4,161
53
$1.47M 0.48%
16,163
-645
54
$1.47M 0.48%
19,082
-6,472
55
$1.46M 0.47%
17,048
+80
56
$1.46M 0.47%
18,900
+2,150
57
$1.38M 0.45%
13,686
+1,066
58
$1.29M 0.42%
29,765
+1,631
59
$1.28M 0.42%
51,321
-2,640
60
$1.25M 0.41%
53,619
+1,113
61
$1.25M 0.41%
46,889
+18,835
62
$1.25M 0.4%
77,165
+1,100
63
$1.23M 0.4%
37,433
+7,388
64
$1.23M 0.4%
127,156
+27,156
65
$1.2M 0.39%
6,940
+423
66
$1.19M 0.39%
33,592
-300
67
$1.17M 0.38%
11,320
-300
68
$1.16M 0.38%
15,585
69
$1.16M 0.38%
20,175
-228
70
$1.12M 0.36%
21,208
-743
71
$1.11M 0.36%
15,695
+220
72
$1.07M 0.35%
38,113
+4,576
73
$1.07M 0.35%
8,405
-97
74
$1.06M 0.34%
17,020
+5,002
75
$1.06M 0.34%
21,346
+2,134
1 2
3
4 5