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
801
$10K ﹤0.01%
+1,000
802
$10K ﹤0.01%
41
-488
803
$10K ﹤0.01%
+235
804
$10K ﹤0.01%
200
805
$10K ﹤0.01%
1,500
806
$10K ﹤0.01%
47
807
$10K ﹤0.01%
+734
808
$10K ﹤0.01%
250
-905
809
$10K ﹤0.01%
+500
810
$10K ﹤0.01%
+213
811
$9K ﹤0.01%
200
812
$9K ﹤0.01%
240
813
$9K ﹤0.01%
182
+1
814
$9K ﹤0.01%
+410
815
$9K ﹤0.01%
+600
816
$9K ﹤0.01%
100
817
$9K ﹤0.01%
360
818
$9K ﹤0.01%
+246
819
$9K ﹤0.01%
37
+17
820
$9K ﹤0.01%
330
821
$9K ﹤0.01%
848
822
$9K ﹤0.01%
+194
823
$9K ﹤0.01%
+146
824
$9K ﹤0.01%
75
-205
825
$9K ﹤0.01%
55
-18
31 32
33
34 35