OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
851
$4K ﹤0.01%
47
852
$4K ﹤0.01%
+35
853
$4K ﹤0.01%
100
854
$4K ﹤0.01%
150
855
$4K ﹤0.01%
28
856
$4K ﹤0.01%
130
857
$4K ﹤0.01%
2,500
858
$4K ﹤0.01%
67
859
$4K ﹤0.01%
100
860
$4K ﹤0.01%
200
861
$4K ﹤0.01%
100
862
$4K ﹤0.01%
166
863
$4K ﹤0.01%
+100
864
$4K ﹤0.01%
50
865
$4K ﹤0.01%
1,050
866
$4K ﹤0.01%
+200
867
$4K ﹤0.01%
1,000
868
$4K ﹤0.01%
140
869
$4K ﹤0.01%
1,000
870
$4K ﹤0.01%
40
871
$3K ﹤0.01%
+72
872
$3K ﹤0.01%
62
-738
873
$3K ﹤0.01%
89
874
$3K ﹤0.01%
40
875
$3K ﹤0.01%
200
33 34
35
36 37