We are live on ! Find out more
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
1026
– –
0
1027
– –
-260
1028
– –
-400
1029
– –
-11,205
1030
– –
-5,000
1031
– –
-3,260
1032
– –
-100
1033
– –
-2,000
1034
$0 ﹤0.01%
3
1035
– –
-2,500
1036
– –
-3,731
1037
– –
-2,072
1038
– –
-500
1039
– –
-1,000
1040
– –
-500
1041
– –
-140
1042
– –
-400
1043
– –
-600
1044
– –
-179
1045
– –
-2,375
1046
$0 ﹤0.01%
1
-8
1047
– –
-35
1048
– –
-97
1049
– –
-7
1050
– –
-312
39 40 41
42
43