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
426
$76K 0.02%
446
427
$75K 0.02%
567
428
$75K 0.02%
2,100
429
$75K 0.02%
841
-111
430
$75K 0.02%
3,953
-1,270
431
$75K 0.02%
1,360
432
$74K 0.02%
8,000
-3,400
433
$74K 0.02%
1,200
434
$74K 0.02%
+2,000
435
$73K 0.02%
1,554
436
$73K 0.02%
955
437
$73K 0.02%
1,707
-1,000
438
$73K 0.02%
6,800
-900
439
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700
440
$72K 0.02%
2,656
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441
$71K 0.02%
4,000
442
$71K 0.02%
452
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443
$70K 0.02%
350
444
$69K 0.02%
1,671
+1,600
445
$69K 0.02%
17,991
+401
446
$69K 0.02%
1,605
447
$68K 0.02%
1,046
448
$68K 0.02%
500
449
$68K 0.02%
1,662
+6
450
$68K 0.02%
21,459
16 17
18
19 20