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
776
$11K ﹤0.01%
350
777
$11K ﹤0.01%
375
778
$11K ﹤0.01%
1,500
779
$11K ﹤0.01%
1,000
780
$11K ﹤0.01%
194
781
$11K ﹤0.01%
+1,000
782
$11K ﹤0.01%
217
-213
783
$11K ﹤0.01%
200
-240
784
$11K ﹤0.01%
234
785
$11K ﹤0.01%
450
-950
786
$11K ﹤0.01%
150
787
$11K ﹤0.01%
+2,000
788
$11K ﹤0.01%
10
789
$11K ﹤0.01%
100
790
$10K ﹤0.01%
500
791
$10K ﹤0.01%
3,103
792
$10K ﹤0.01%
100
793
$10K ﹤0.01%
300
794
$10K ﹤0.01%
66
795
$10K ﹤0.01%
500
796
$10K ﹤0.01%
200
797
$10K ﹤0.01%
393
798
$10K ﹤0.01%
+500
799
$10K ﹤0.01%
+2,709
800
$10K ﹤0.01%
300
30 31
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