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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
$309M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$880K
3
+$802K
4
HOLX
Hologic
HOLX
+$723K
5
PFLT icon
PennantPark Floating Rate Capital
PFLT
+$607K

Top Sells

1
+$621K
2
+$550K
3
+$493K
4
BMY icon
Bristol-Myers Squibb
BMY
+$337K
5
DTV
DIRECTV COM STK (DE)
DTV
+$259K

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
926
– –
-1,600
927
– –
-2,600
928
– –
-52
929
$0 ﹤0.01%
+20
930
– –
-1,200
931
– –
0
932
$0 ﹤0.01%
3,700
933
$0 ﹤0.01%
15
934
$0 ﹤0.01%
83
935
– –
-1,500
936
$0 ﹤0.01%
5
937
$0 ﹤0.01%
+22
938
$0 ﹤0.01%
8
939
– –
-2,400
940
– –
-650
941
– –
-1,000
942
– –
-1,000
943
$0 ﹤0.01%
10
944
$0 ﹤0.01%
6
945
– –
-500
946
– –
-7,200
947
$0 ﹤0.01%
500
948
$0 ﹤0.01%
4
949
$0 ﹤0.01%
163
950
– –
-2,234
34 35 36 37
38