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
901
$4K ﹤0.01%
30
902
$4K ﹤0.01%
250
903
$4K ﹤0.01%
+15
904
$4K ﹤0.01%
21
905
$4K ﹤0.01%
300
-1,000
906
$4K ﹤0.01%
100
907
$4K ﹤0.01%
100
908
$4K ﹤0.01%
60
-17
909
$4K ﹤0.01%
8
910
$4K ﹤0.01%
140
911
$4K ﹤0.01%
+110
912
$4K ﹤0.01%
105
+6
913
$3K ﹤0.01%
360
914
$3K ﹤0.01%
2
915
$3K ﹤0.01%
116
+9
916
$3K ﹤0.01%
+270
917
$3K ﹤0.01%
111
+1
918
$3K ﹤0.01%
25
919
$3K ﹤0.01%
120
920
$3K ﹤0.01%
+60
921
$3K ﹤0.01%
220
-330
922
$3K ﹤0.01%
596
923
$3K ﹤0.01%
100
924
$3K ﹤0.01%
+216
925
$3K ﹤0.01%
250
35 36
37
38 39