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
826
$7K ﹤0.01%
455
827
$7K ﹤0.01%
46
828
$6K ﹤0.01%
318
829
$6K ﹤0.01%
500
830
$6K ﹤0.01%
105
-190
831
$6K ﹤0.01%
100
832
$6K ﹤0.01%
112
833
$6K ﹤0.01%
80
834
$6K ﹤0.01%
50
835
$6K ﹤0.01%
517
+11
836
$5K ﹤0.01%
+700
837
$5K ﹤0.01%
395
838
$5K ﹤0.01%
200
839
$5K ﹤0.01%
808
+8
840
$5K ﹤0.01%
44
841
$5K ﹤0.01%
50
842
$5K ﹤0.01%
144
843
$5K ﹤0.01%
100
844
$5K ﹤0.01%
250
845
$5K ﹤0.01%
+15
846
$5K ﹤0.01%
50
847
$5K ﹤0.01%
+110
848
$4K ﹤0.01%
+500
849
$4K ﹤0.01%
50
850
$4K ﹤0.01%
255
32 33
34
35 36