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
526
$47K 0.01%
296
527
$46K 0.01%
1,720
-600
528
$46K 0.01%
1,185
529
$46K 0.01%
3,000
+1,000
530
$46K 0.01%
830
+110
531
$46K 0.01%
625
+125
532
$46K 0.01%
445
+45
533
$46K 0.01%
2,700
534
$45K 0.01%
1,000
535
$45K 0.01%
490
536
$45K 0.01%
1,170
-200
537
$44K 0.01%
2,300
538
$44K 0.01%
246
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539
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540
$43K 0.01%
1,000
541
$43K 0.01%
1,000
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542
$43K 0.01%
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543
$43K 0.01%
+3,000
544
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1,000
545
$41K 0.01%
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546
$41K 0.01%
400
547
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290
-625
548
$40K 0.01%
444
-6
549
$40K 0.01%
300
550
$40K 0.01%
300
20 21
22
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