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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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$236K
3
+$199K
4
MS icon
Morgan Stanley
MS
+$198K
5
PFLT icon
PennantPark Floating Rate Capital
PFLT
+$191K

Top Sells

1
+$653K
2
+$622K
3
+$571K
4
VV icon
Vanguard Large-Cap ETF
VV
+$510K
5
GILD icon
Gilead Sciences
GILD
+$263K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4K ﹤0.01%
280
852
$4K ﹤0.01%
40
853
$4K ﹤0.01%
100
854
$4K ﹤0.01%
166
855
$4K ﹤0.01%
+150
856
$4K ﹤0.01%
+148
857
$4K ﹤0.01%
50
858
$4K ﹤0.01%
140
859
$3K ﹤0.01%
1,050
860
$3K ﹤0.01%
700
861
$3K ﹤0.01%
72
862
$3K ﹤0.01%
62
863
$3K ﹤0.01%
89
864
$3K ﹤0.01%
50
865
$3K ﹤0.01%
626
866
$3K ﹤0.01%
1,000
867
$3K ﹤0.01%
150
868
$3K ﹤0.01%
20
869
$3K ﹤0.01%
+50
870
$3K ﹤0.01%
100
871
$3K ﹤0.01%
80
-200
872
$3K ﹤0.01%
200
873
$3K ﹤0.01%
+100
874
$3K ﹤0.01%
100
875
$3K ﹤0.01%
74
33 34
35
36 37