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
26
$2.24M 0.71%
56,676
+3,303
27
$2.17M 0.68%
18,256
+564
28
$2.15M 0.68%
17,962
-829
29
$2.02M 0.64%
26,671
-1,472
30
$1.95M 0.62%
15,261
-569
31
$1.93M 0.61%
14,810
+1,435
32
$1.92M 0.61%
20,419
-200
33
$1.89M 0.6%
126,068
-3,111
34
$1.86M 0.59%
21,243
-432
35
$1.83M 0.58%
16,933
+324
36
$1.78M 0.56%
8,281
+53
37
$1.78M 0.56%
20,113
-80
38
$1.76M 0.55%
10,890
-585
39
$1.68M 0.53%
37,200
-765
40
$1.66M 0.52%
30,037
-1,700
41
$1.66M 0.52%
9,834
-195
42
$1.62M 0.51%
29,422
-209
43
$1.62M 0.51%
58,550
-4,950
44
$1.57M 0.5%
7,306
+292
45
$1.57M 0.49%
5,744
-232
46
$1.56M 0.49%
12,092
+362
47
$1.56M 0.49%
25,268
+367
48
$1.56M 0.49%
7,506
+265
49
$1.52M 0.48%
65,356
-14,047
50
$1.5M 0.47%
54,965
-426
1
2
3 4 5