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
776
$10K ﹤0.01%
+296
777
$10K ﹤0.01%
1,550
+50
778
$10K ﹤0.01%
2,000
779
$10K ﹤0.01%
160
780
$10K ﹤0.01%
200
781
$10K ﹤0.01%
420
782
$9K ﹤0.01%
386
783
$9K ﹤0.01%
334
+245
784
$9K ﹤0.01%
125
785
$9K ﹤0.01%
720
786
$9K ﹤0.01%
+155
787
$9K ﹤0.01%
700
788
$9K ﹤0.01%
626
-210
789
$9K ﹤0.01%
399
790
$9K ﹤0.01%
+64
791
$9K ﹤0.01%
1,500
792
$9K ﹤0.01%
+21
793
$8K ﹤0.01%
803
794
$8K ﹤0.01%
200
-750
795
$8K ﹤0.01%
65
796
$8K ﹤0.01%
50
797
$8K ﹤0.01%
100
798
$8K ﹤0.01%
+125
799
$8K ﹤0.01%
126
+2
800
$8K ﹤0.01%
+136
30 31
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