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
551
$39K 0.01%
1,055
552
$39K 0.01%
2,556
553
$39K 0.01%
1,603
+310
554
$38K 0.01%
337
+1
555
$38K 0.01%
1,882
-422
556
$38K 0.01%
2,000
557
$38K 0.01%
3,968
+900
558
$38K 0.01%
788
559
$38K 0.01%
+1,000
560
$38K 0.01%
4,300
+1,000
561
$37K 0.01%
500
-100
562
$37K 0.01%
622
-644
563
$37K 0.01%
484
-60
564
$37K 0.01%
700
565
$37K 0.01%
327
+40
566
$37K 0.01%
809
567
$36K 0.01%
2,440
568
$36K 0.01%
600
569
$36K 0.01%
600
570
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1,200
571
$36K 0.01%
496
+216
572
$36K 0.01%
405
+155
573
$35K 0.01%
700
574
$35K 0.01%
1,494
-400
575
$35K 0.01%
+656
21 22
23
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