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
926
$3K ﹤0.01%
150
927
$3K ﹤0.01%
1,000
928
$3K ﹤0.01%
53
929
$3K ﹤0.01%
3,500
930
$2K ﹤0.01%
+437
931
$2K ﹤0.01%
+55
932
$2K ﹤0.01%
56
-150
933
$2K ﹤0.01%
52
934
$2K ﹤0.01%
+140
935
$2K ﹤0.01%
126
936
$2K ﹤0.01%
250
937
$2K ﹤0.01%
77
938
$2K ﹤0.01%
13
939
$2K ﹤0.01%
+41
940
$2K ﹤0.01%
500
-200
941
$2K ﹤0.01%
90
942
$2K ﹤0.01%
160
943
$2K ﹤0.01%
+150
944
$2K ﹤0.01%
+312
945
$2K ﹤0.01%
75
946
$1K ﹤0.01%
+65
947
$1K ﹤0.01%
36
948
$1K ﹤0.01%
20
949
$1K ﹤0.01%
24
950
$1K ﹤0.01%
26
36 37
38
39 40