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
851
$7K ﹤0.01%
+85
852
$7K ﹤0.01%
173
-7
853
$7K ﹤0.01%
155
+2
854
$7K ﹤0.01%
236
855
$7K ﹤0.01%
+195
856
$7K ﹤0.01%
+100
857
$7K ﹤0.01%
1,400
858
$6K ﹤0.01%
240
859
$6K ﹤0.01%
277
860
$6K ﹤0.01%
214
861
$6K ﹤0.01%
+300
862
$6K ﹤0.01%
+155
863
$6K ﹤0.01%
200
864
$6K ﹤0.01%
200
865
$6K ﹤0.01%
312
866
$6K ﹤0.01%
200
867
$6K ﹤0.01%
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868
$6K ﹤0.01%
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869
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102
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870
$6K ﹤0.01%
1,400
-250
871
$6K ﹤0.01%
40
872
$6K ﹤0.01%
63
-125
873
$6K ﹤0.01%
+207
874
$6K ﹤0.01%
225
875
$6K ﹤0.01%
230
33 34
35
36 37