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
751
$12K ﹤0.01%
375
752
$12K ﹤0.01%
200
753
$12K ﹤0.01%
340
+200
754
$12K ﹤0.01%
+260
755
$12K ﹤0.01%
+292
756
$12K ﹤0.01%
+1,139
757
$12K ﹤0.01%
+1,000
758
$12K ﹤0.01%
250
759
$11K ﹤0.01%
104
760
$11K ﹤0.01%
+200
761
$11K ﹤0.01%
+200
762
$11K ﹤0.01%
+726
763
$11K ﹤0.01%
200
764
$11K ﹤0.01%
132
765
$11K ﹤0.01%
+1,308
766
$11K ﹤0.01%
280
767
$11K ﹤0.01%
128
+20
768
$10K ﹤0.01%
186
769
$10K ﹤0.01%
+221
770
$10K ﹤0.01%
+300
771
$10K ﹤0.01%
400
772
$10K ﹤0.01%
150
773
$10K ﹤0.01%
200
774
$10K ﹤0.01%
+4
775
$10K ﹤0.01%
500
29 30
31
32 33