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
501
$54K 0.02%
3,000
502
$54K 0.02%
1,900
+650
503
$54K 0.02%
362
+110
504
$54K 0.02%
2,340
505
$53K 0.02%
800
506
$53K 0.02%
872
+152
507
$52K 0.02%
647
508
$52K 0.02%
1,120
+120
509
$52K 0.02%
250
-200
510
$51K 0.02%
255
511
$51K 0.02%
1,222
512
$51K 0.02%
1,000
513
$51K 0.02%
2,582
+538
514
$51K 0.02%
750
515
$50K 0.02%
600
516
$50K 0.02%
850
517
$50K 0.02%
2,200
518
$50K 0.02%
942
519
$49K 0.02%
576
520
$49K 0.02%
692
-400
521
$49K 0.02%
650
522
$49K 0.02%
732
523
$48K 0.02%
+1,527
524
$47K 0.01%
318
525
$47K 0.01%
+300
19 20
21
22 23