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
601
$32K 0.01%
394
-100
602
$32K 0.01%
600
603
$32K 0.01%
6,000
604
$32K 0.01%
+1,300
605
$32K 0.01%
1,209
606
$32K 0.01%
+2,000
607
$31K 0.01%
506
608
$30K 0.01%
+1,000
609
$30K 0.01%
1,325
+1,000
610
$30K 0.01%
400
-100
611
$30K 0.01%
320
612
$30K 0.01%
400
613
$30K 0.01%
300
614
$30K 0.01%
5,945
615
$30K 0.01%
500
616
$29K 0.01%
233
617
$29K 0.01%
511
-1,112
618
$29K 0.01%
1,600
-1,350
619
$29K 0.01%
600
620
$29K 0.01%
1,000
-112
621
$28K 0.01%
1,450
-3,950
622
$28K 0.01%
+2,600
623
$28K 0.01%
3,000
624
$28K 0.01%
622
625
$28K 0.01%
2,000
-500
23 24
25
26 27