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
751
$12K ﹤0.01%
300
-100
752
$12K ﹤0.01%
175
753
$12K ﹤0.01%
600
754
$12K ﹤0.01%
2,153
-1
755
$12K ﹤0.01%
149
756
$12K ﹤0.01%
50
757
$12K ﹤0.01%
+100
758
$12K ﹤0.01%
+485
759
$12K ﹤0.01%
651
+6
760
$12K ﹤0.01%
1,000
761
$12K ﹤0.01%
300
762
$12K ﹤0.01%
+350
763
$12K ﹤0.01%
500
764
$12K ﹤0.01%
85
765
$12K ﹤0.01%
200
766
$12K ﹤0.01%
599
767
$12K ﹤0.01%
525
+25
768
$12K ﹤0.01%
500
769
$12K ﹤0.01%
1,300
770
$12K ﹤0.01%
322
+215
771
$12K ﹤0.01%
80
772
$11K ﹤0.01%
+500
773
$11K ﹤0.01%
55
774
$11K ﹤0.01%
+1,115
775
$11K ﹤0.01%
600
29 30
31
32 33