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
576
$35K 0.01%
1,000
577
$34K 0.01%
3,000
578
$34K 0.01%
400
579
$34K 0.01%
1,214
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580
$33K 0.01%
800
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581
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-261
582
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583
$33K 0.01%
2,152
584
$33K 0.01%
390
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585
$33K 0.01%
650
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586
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1,404
587
$33K 0.01%
540
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588
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150
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28,000
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590
$32K 0.01%
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591
$32K 0.01%
400
592
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208
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593
$32K 0.01%
120
594
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550
595
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400
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1,691
597
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400
598
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599
$32K 0.01%
500
600
$32K 0.01%
625
22 23
24
25 26