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
476
$60K 0.02%
+700
477
$60K 0.02%
550
-250
478
$60K 0.02%
1,025
479
$59K 0.02%
660
+75
480
$59K 0.02%
340
481
$59K 0.02%
1,650
482
$59K 0.02%
2,100
483
$59K 0.02%
600
484
$59K 0.02%
7,668
485
$58K 0.02%
775
-400
486
$58K 0.02%
1,006
+400
487
$58K 0.02%
1,525
+3
488
$58K 0.02%
325
489
$57K 0.02%
750
490
$57K 0.02%
450
491
$57K 0.02%
1,500
492
$57K 0.02%
1,957
+14
493
$56K 0.02%
4,500
494
$56K 0.02%
1,479
495
$56K 0.02%
1,200
+700
496
$56K 0.02%
500
497
$55K 0.02%
737
498
$55K 0.02%
9,000
499
$54K 0.02%
4,500
500
$54K 0.02%
236
-4
18 19
20
21 22