OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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%
450
-950
777
$11K ﹤0.01%
234
778
$11K ﹤0.01%
217
-213
779
$11K ﹤0.01%
+1,000
780
$11K ﹤0.01%
194
781
$11K ﹤0.01%
1,000
782
$11K ﹤0.01%
1,500
783
$11K ﹤0.01%
375
784
$11K ﹤0.01%
350
785
$11K ﹤0.01%
600
786
$11K ﹤0.01%
+1,115
787
$11K ﹤0.01%
55
788
$11K ﹤0.01%
+500
789
$11K ﹤0.01%
200
-240
790
$10K ﹤0.01%
+213
791
$10K ﹤0.01%
250
-905
792
$10K ﹤0.01%
+734
793
$10K ﹤0.01%
47
794
$10K ﹤0.01%
1,500
795
$10K ﹤0.01%
200
796
$10K ﹤0.01%
+235
797
$10K ﹤0.01%
205
-2,440
798
$10K ﹤0.01%
+1,000
799
$10K ﹤0.01%
300
800
$10K ﹤0.01%
+2,709
30 31
32
33 34