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
726
$14K ﹤0.01%
+2,000
727
$14K ﹤0.01%
+300
728
$14K ﹤0.01%
1,000
729
$14K ﹤0.01%
1,600
+800
730
$14K ﹤0.01%
700
731
$14K ﹤0.01%
+500
732
$13K ﹤0.01%
400
+300
733
$13K ﹤0.01%
250
734
$13K ﹤0.01%
+552
735
$13K ﹤0.01%
+200
736
– –
0
737
$13K ﹤0.01%
1,200
738
$13K ﹤0.01%
560
+3
739
$13K ﹤0.01%
+200
740
$13K ﹤0.01%
188
-8
741
$13K ﹤0.01%
+500
742
$13K ﹤0.01%
3,345
+945
743
$13K ﹤0.01%
200
744
$12K ﹤0.01%
174
745
$12K ﹤0.01%
+321
746
$12K ﹤0.01%
310
747
$12K ﹤0.01%
265
748
$12K ﹤0.01%
249
749
$12K ﹤0.01%
+238
750
$12K ﹤0.01%
362
+312
28 29
30
31 32