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
251
$219K 0.07%
1,475
+300
252
$213K 0.07%
2,875
-785
253
$213K 0.07%
10,100
254
$212K 0.07%
8,200
+800
255
$212K 0.07%
2,442
+132
256
$210K 0.07%
4,200
+100
257
$206K 0.07%
36,500
+4,500
258
$203K 0.06%
11,250
-1,250
259
$202K 0.06%
2,494
+744
260
$202K 0.06%
1,520
-425
261
$201K 0.06%
11,088
+2,672
262
$201K 0.06%
905
263
$199K 0.06%
8,300
264
$197K 0.06%
2,950
265
$197K 0.06%
1,440
-1,050
266
$197K 0.06%
5,586
-625
267
$197K 0.06%
3,957
-123
268
$196K 0.06%
1,813
269
$196K 0.06%
2,049
+300
270
$195K 0.06%
4,098
-797
271
$194K 0.06%
+3,850
272
$194K 0.06%
7,890
273
$192K 0.06%
1,401
274
$190K 0.06%
3,108
+617
275
$190K 0.06%
5,906
9 10
11
12 13