OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+4.62%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$299M
AUM Growth
+$9.63M
(+3.3%)
Cap. Flow
-$1.01M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
20.83%
Holding
318
New
24
Increased
80
Reduced
115
Closed
20
Top Buys
| 1 |
CY
Cypress Semiconductor
CY
|
$942K |
| 2 |
DuPont de Nemours
DD
|
$928K |
| 3 |
D.R. Horton
DHI
|
$662K |
| 4 |
Citigroup
C
|
$647K |
| 5 |
Microchip Technology
MCHP
|
$518K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$915K |
| 2 |
RAI
Reynolds American Inc
RAI
|
$495K |
| 3 |
Halliburton
HAL
|
$417K |
| 4 |
SHPG
Shire pic
SHPG
|
$359K |
| 5 |
GE Aerospace
GE
|
$351K |
Sector Composition
| 1 | Financials | 13.33% |
| 2 | Technology | 13% |
| 3 | Healthcare | 12.2% |
| 4 | Industrials | 8.01% |
| 5 | Consumer Discretionary | 7.22% |
