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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
901
$1K ﹤0.01%
2,000
902
$1K ﹤0.01%
2,500
903
$1K ﹤0.01%
40
904
$1K ﹤0.01%
95
905
$1K ﹤0.01%
22
906
$1K ﹤0.01%
+166
907
$1K ﹤0.01%
68
908
$1K ﹤0.01%
8
-15
909
– –
-845
910
– –
-1,000
911
– –
-1,200
912
– –
-500
913
– –
-1,817
914
– –
-100
915
– –
-3,000
916
– –
-300
917
– –
-2,700
918
– –
-1,309
919
– –
-1,625
920
– –
-2,000
921
$0 ﹤0.01%
4
922
$0 ﹤0.01%
163
923
– –
-1,941
924
– –
-750
925
$0 ﹤0.01%
20
35 36
37
38 39