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
651
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800
652
$23K 0.01%
1,197
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653
$23K 0.01%
143
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654
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655
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656
$23K 0.01%
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657
$23K 0.01%
315
658
$23K 0.01%
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659
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631
660
$23K 0.01%
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661
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662
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663
$23K 0.01%
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$23K 0.01%
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665
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666
$22K 0.01%
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667
$22K 0.01%
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668
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1,182
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669
$22K 0.01%
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670
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672
$22K 0.01%
350
673
$22K 0.01%
1,384
+1,078
674
$21K 0.01%
+260
675
$21K 0.01%
600
25 26
27
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