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
376
$104K 0.03%
952
-200
377
$102K 0.03%
285
378
$101K 0.03%
1,941
+249
379
$100K 0.03%
3,350
-100
380
$100K 0.03%
1,000
381
$99K 0.03%
2,263
-299
382
$99K 0.03%
3,700
+1,000
383
$98K 0.03%
1,860
+97
384
$97K 0.03%
3,300
385
$97K 0.03%
2,030
386
$93K 0.03%
1,168
387
$92K 0.03%
5,292
+232
388
$92K 0.03%
3,000
389
$91K 0.03%
2,063
+250
390
$90K 0.03%
794
-76
391
$89K 0.03%
2,220
392
$88K 0.03%
6,745
-4,108
393
$88K 0.03%
2,600
+1,000
394
$87K 0.03%
+2,750
395
$87K 0.03%
6,500
396
$86K 0.03%
1,870
397
$86K 0.03%
5,000
398
$86K 0.03%
750
399
$85K 0.03%
2,253
400
$85K 0.03%
1,134
14 15
16
17 18