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
876
$6K ﹤0.01%
+95
877
$5K ﹤0.01%
101
-1,000
878
$5K ﹤0.01%
+494
879
$5K ﹤0.01%
395
880
$5K ﹤0.01%
145
881
$5K ﹤0.01%
166
882
$5K ﹤0.01%
50
883
$5K ﹤0.01%
74
884
$5K ﹤0.01%
+200
885
$5K ﹤0.01%
+165
886
$5K ﹤0.01%
130
887
$5K ﹤0.01%
150
-1,850
888
$5K ﹤0.01%
200
889
$5K ﹤0.01%
200
890
$5K ﹤0.01%
200
891
$5K ﹤0.01%
+129
892
$5K ﹤0.01%
22
+4
893
$5K ﹤0.01%
900
-400
894
$4K ﹤0.01%
400
895
$4K ﹤0.01%
8
896
$4K ﹤0.01%
+28
897
$4K ﹤0.01%
175
898
$4K ﹤0.01%
148
899
$4K ﹤0.01%
+15
900
$4K ﹤0.01%
+50
34 35
36
37 38