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
726
$15K ﹤0.01%
100
727
$14K ﹤0.01%
+700
728
$14K ﹤0.01%
133
-66
729
$14K ﹤0.01%
500
-1,200
730
$14K ﹤0.01%
539
-43
731
$14K ﹤0.01%
215
732
$14K ﹤0.01%
100
733
$14K ﹤0.01%
200
734
$14K ﹤0.01%
450
-950
735
$14K ﹤0.01%
250
736
$14K ﹤0.01%
777
+6
737
$14K ﹤0.01%
+1,000
738
$14K ﹤0.01%
106
+71
739
$14K ﹤0.01%
200
740
$13K ﹤0.01%
300
741
$13K ﹤0.01%
250
742
$13K ﹤0.01%
800
743
$13K ﹤0.01%
378
744
$13K ﹤0.01%
200
745
$13K ﹤0.01%
+820
746
$13K ﹤0.01%
1,840
-1,113
747
$13K ﹤0.01%
189
748
$12K ﹤0.01%
473
749
$12K ﹤0.01%
472
750
$12K ﹤0.01%
500
28 29
30
31 32