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
401
$85K 0.03%
2,144
-739
402
$85K 0.03%
1,900
+900
403
$83K 0.03%
355
-150
404
$82K 0.03%
1,604
+4
405
$82K 0.03%
1,294
-411
406
$81K 0.03%
500
407
$81K 0.03%
3,215
-1,100
408
$80K 0.03%
775
-1,550
409
$80K 0.03%
+700
410
$80K 0.03%
2,125
-5,500
411
$80K 0.03%
3,169
412
$79K 0.02%
5,000
413
$78K 0.02%
+3,867
414
$78K 0.02%
2,330
-1,502
415
$78K 0.02%
1,454
+3
416
$78K 0.02%
1,288
-500
417
$78K 0.02%
1,600
418
$78K 0.02%
600
+100
419
$77K 0.02%
880
420
$77K 0.02%
2,459
+165
421
$77K 0.02%
650
422
$77K 0.02%
700
423
$77K 0.02%
1,050
424
$76K 0.02%
1,923
+14
425
$76K 0.02%
2,692
+683
15 16
17
18 19