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
701
$18K 0.01%
150
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702
$18K 0.01%
300
703
$17K 0.01%
1,000
704
$17K 0.01%
+500
705
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145
706
$17K 0.01%
300
707
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500
708
$17K 0.01%
300
709
$17K 0.01%
+200
710
$17K 0.01%
1,500
711
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397
712
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713
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500
714
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715
$16K 0.01%
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717
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718
$15K ﹤0.01%
1,000
719
$15K ﹤0.01%
286
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720
$15K ﹤0.01%
300
721
$15K ﹤0.01%
833
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$15K ﹤0.01%
255
723
$15K ﹤0.01%
100
724
$15K ﹤0.01%
+305
725
$15K ﹤0.01%
1,025
27 28
29
30 31