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
151
$511K 0.16%
5,600
+3,575
152
$507K 0.16%
+5,000
153
$504K 0.16%
6,000
-1,600
154
$504K 0.16%
3,168
+2,368
155
$503K 0.16%
51,710
-1,585
156
$501K 0.16%
12,200
+724
157
$490K 0.15%
10,000
158
$488K 0.15%
5,238
+230
159
$486K 0.15%
8,340
+340
160
$475K 0.15%
11,611
+738
161
$472K 0.15%
11,732
-1,156
162
$470K 0.15%
21,783
-7,596
163
$465K 0.15%
3,078
+660
164
$458K 0.14%
5,423
+1,123
165
$456K 0.14%
4,062
+2
166
$453K 0.14%
+5,150
167
$448K 0.14%
18,550
+1,000
168
$441K 0.14%
9,790
+5,689
169
$439K 0.14%
3,200
-1,100
170
$420K 0.13%
2,870
-400
171
$420K 0.13%
2,184
+163
172
$415K 0.13%
4,605
-500
173
$415K 0.13%
13,000
174
$408K 0.13%
2,438
+48
175
$403K 0.13%
7,457
-350
5 6
7
8 9