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
276
$189K 0.06%
1,188
+450
277
$189K 0.06%
+4,825
278
$186K 0.06%
3,520
-175
279
$185K 0.06%
3,400
-950
280
$182K 0.06%
9,700
-2,300
281
$182K 0.06%
3,070
+46
282
$181K 0.06%
4,075
+782
283
$181K 0.06%
3,079
-334
284
$180K 0.06%
4,082
-794
285
$180K 0.06%
1,925
286
$180K 0.06%
720
287
$179K 0.06%
2,100
288
$178K 0.06%
2,000
289
$177K 0.06%
2,600
-200
290
$175K 0.06%
5,500
291
$174K 0.05%
5,904
+1,176
292
$173K 0.05%
4,625
-10
293
$173K 0.05%
3,800
294
$172K 0.05%
1,533
295
$170K 0.05%
3,600
+200
296
$170K 0.05%
1,198
+84
297
$170K 0.05%
7,200
-1,100
298
$169K 0.05%
1,300
-400
299
$168K 0.05%
675
-36
300
$168K 0.05%
4,094
+1
10 11
12
13 14