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
676
$21K 0.01%
+700
677
$21K 0.01%
180
678
$21K 0.01%
600
+100
679
$21K 0.01%
700
-2,700
680
$20K 0.01%
670
681
$20K 0.01%
1,500
+1,200
682
$20K 0.01%
248
683
$20K 0.01%
200
-1,100
684
$20K 0.01%
100
685
$19K 0.01%
282
686
$19K 0.01%
211
687
$19K 0.01%
600
688
$19K 0.01%
240
689
$19K 0.01%
200
690
$19K 0.01%
1,225
-2,300
691
$19K 0.01%
300
692
$18K 0.01%
400
693
$18K 0.01%
1,300
694
$18K 0.01%
283
695
$18K 0.01%
+552
696
$18K 0.01%
400
697
$18K 0.01%
683
+5
698
$18K 0.01%
300
699
$18K 0.01%
1,130
700
$18K 0.01%
+300
26 27
28
29 30