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
301
$166K 0.05%
3,220
302
$161K 0.05%
+1,161
303
$160K 0.05%
1,500
-1,550
304
$160K 0.05%
1,500
305
$160K 0.05%
9,831
306
$157K 0.05%
1,900
307
$157K 0.05%
5,500
+300
308
$152K 0.05%
7,800
+3,900
309
$152K 0.05%
1,626
310
$148K 0.05%
1,649
+1
311
$147K 0.05%
2,394
+1,594
312
$146K 0.05%
3,136
313
$141K 0.04%
3,050
+2,350
314
$141K 0.04%
4,515
315
$141K 0.04%
20,261
+3,754
316
$140K 0.04%
3,000
-2,800
317
$137K 0.04%
4,875
-1,857
318
$136K 0.04%
14,872
-1,389
319
$135K 0.04%
6,559
+628
320
$134K 0.04%
+1,375
321
$134K 0.04%
5,635
322
$133K 0.04%
10,200
+1,550
323
$132K 0.04%
3,877
-1,131
324
$131K 0.04%
4,444
+17
325
$131K 0.04%
4,200
-1,200
11 12
13
14 15