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OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
+$1.36M
3
+$622K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$568K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$549K

Top Sells

1
+$1.37M
2
+$359K
3
+$338K
4
FDX icon
FedEx
FDX
+$335K
5
CY
Cypress Semiconductor
CY
+$321K

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
1001
– –
-700
1002
$0 ﹤0.01%
21
1003
– –
-200
1004
– –
0
1005
– –
-4
1006
– –
-2,000
1007
– –
0
1008
– –
-200
1009
– –
-1,000
1010
– –
-487
1011
– –
-200
1012
– –
0
1013
– –
-1,500
1014
$0 ﹤0.01%
36
1015
– –
0
1016
– –
0
1017
– –
0
1018
$0 ﹤0.01%
16
1019
$0 ﹤0.01%
25
1020
$0 ﹤0.01%
100
1021
– –
-300
1022
– –
-500
1023
– –
-1,026
1024
– –
0
1025
– –
-500
39 40
41
42 43