OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.35M
3
+$623K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$576K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$549K

Top Sells

1
+$1.37M
2
+$359K
3
+$349K
4
CY
Cypress Semiconductor
CY
+$328K
5
FDX icon
FedEx
FDX
+$303K

Sector Composition

1 Technology 17.77%
2 Financials 10.86%
3 Healthcare 9.5%
4 Consumer Discretionary 7.96%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$267K 0.08%
61,409
+1,609
227
$265K 0.08%
5,871
+101
228
$263K 0.08%
5,451
-1,053
229
$260K 0.08%
584
+33
230
$260K 0.08%
2,870
+155
231
$260K 0.08%
2,150
232
$258K 0.08%
2,000
233
$257K 0.08%
3,125
-1,300
234
$252K 0.08%
+8,400
235
$248K 0.08%
10,350
236
$245K 0.08%
1,621
+1
237
$244K 0.08%
1,980
238
$243K 0.08%
16,831
-496
239
$242K 0.08%
2,800
240
$240K 0.08%
20,280
-6,912
241
$236K 0.07%
981
+6
242
$234K 0.07%
1,208
-292
243
$233K 0.07%
4,450
-200
244
$233K 0.07%
2,488
+94
245
$227K 0.07%
2,213
-135
246
$226K 0.07%
3,900
+291
247
$224K 0.07%
2,059
+34
248
$222K 0.07%
2,400
-700
249
$220K 0.07%
1,767
250
$219K 0.07%
4,110
+1,904
8 9
10
11 12