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
451
$68K 0.02%
1,155
+1
452
$67K 0.02%
3,800
453
$67K 0.02%
880
+80
454
$67K 0.02%
2,250
-1,990
455
$67K 0.02%
+800
456
$67K 0.02%
1,452
-4,500
457
$67K 0.02%
270
458
$65K 0.02%
807
+2
459
$65K 0.02%
+16
460
$65K 0.02%
1,000
461
$65K 0.02%
550
462
$64K 0.02%
384
+125
463
$64K 0.02%
330
464
$63K 0.02%
2,000
-3,000
465
$63K 0.02%
1,510
466
$63K 0.02%
1,949
+641
467
$63K 0.02%
+6,700
468
$62K 0.02%
1,000
469
$62K 0.02%
2,461
470
$61K 0.02%
1,217
471
$61K 0.02%
1,065
472
$61K 0.02%
2,800
-1,000
473
$61K 0.02%
2,467
474
$60K 0.02%
1,750
475
$60K 0.02%
1,800
17 18
19
20 21