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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
876
$3K ﹤0.01%
105
877
$3K ﹤0.01%
66
878
$3K ﹤0.01%
150
879
$3K ﹤0.01%
200
880
$3K ﹤0.01%
61
881
$3K ﹤0.01%
+100
882
$3K ﹤0.01%
44
-23
883
$2K ﹤0.01%
70
884
$2K ﹤0.01%
+52
885
$2K ﹤0.01%
100
886
$2K ﹤0.01%
250
887
$2K ﹤0.01%
100
888
$2K ﹤0.01%
95
889
$2K ﹤0.01%
100
890
$2K ﹤0.01%
500
-500
891
$2K ﹤0.01%
+1,000
892
$2K ﹤0.01%
21
893
$2K ﹤0.01%
153
894
$2K ﹤0.01%
+17
895
$2K ﹤0.01%
37
896
$1K ﹤0.01%
200
897
$1K ﹤0.01%
8
898
$1K ﹤0.01%
85
899
$1K ﹤0.01%
30
900
$1K ﹤0.01%
100
34 35
36
37 38