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
51
$1.5M 0.47%
8,738
+395
52
$1.4M 0.44%
26,479
-2,075
53
$1.35M 0.43%
+10,209
54
$1.32M 0.42%
9,822
-1,104
55
$1.31M 0.41%
8,670
+346
56
$1.31M 0.41%
3,707
-544
57
$1.29M 0.41%
18,786
+500
58
$1.27M 0.4%
25,940
-225
59
$1.25M 0.4%
11,401
-300
60
$1.24M 0.39%
3,172
+837
61
$1.23M 0.39%
6,378
-625
62
$1.23M 0.39%
10,260
+4,815
63
$1.22M 0.39%
22,735
+8,650
64
$1.21M 0.38%
9,580
-561
65
$1.2M 0.38%
42,073
-338
66
$1.2M 0.38%
16,995
-763
67
$1.18M 0.37%
34,740
+2,907
68
$1.18M 0.37%
29,995
-3,200
69
$1.17M 0.37%
10,246
+3,366
70
$1.17M 0.37%
14,505
-278
71
$1.13M 0.36%
5,417
+45
72
$1.12M 0.35%
7,585
-237
73
$1.11M 0.35%
9,849
+200
74
$1.09M 0.35%
7,989
+219
75
$1.09M 0.34%
29,800
-50
1 2
3
4 5