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
826
$9K ﹤0.01%
800
827
$9K ﹤0.01%
845
+16
828
$9K ﹤0.01%
280
+53
829
$8K ﹤0.01%
+160
830
$8K ﹤0.01%
+850
831
$8K ﹤0.01%
185
832
$8K ﹤0.01%
225
833
$8K ﹤0.01%
214
834
$8K ﹤0.01%
+500
835
$8K ﹤0.01%
827
836
$8K ﹤0.01%
35
-20
837
$8K ﹤0.01%
300
838
$8K ﹤0.01%
200
-100
839
$8K ﹤0.01%
200
840
$8K ﹤0.01%
700
841
$8K ﹤0.01%
265
842
$8K ﹤0.01%
200
843
$7K ﹤0.01%
199
844
$7K ﹤0.01%
50
845
$7K ﹤0.01%
+117
846
$7K ﹤0.01%
+200
847
$7K ﹤0.01%
400
848
$7K ﹤0.01%
100
849
$7K ﹤0.01%
334
-200
850
$7K ﹤0.01%
152
+2
32 33
34
35 36