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
176
$399K 0.13%
6,900
177
$389K 0.12%
1,453
-472
178
$388K 0.12%
20,400
179
$385K 0.12%
3,125
+450
180
$384K 0.12%
3,864
+70
181
$378K 0.12%
5,988
+17
182
$376K 0.12%
4,288
+1,021
183
$375K 0.12%
9,620
+10
184
$374K 0.12%
16,759
-3,340
185
$372K 0.12%
100
186
$361K 0.11%
3,521
+16
187
$353K 0.11%
8,630
-800
188
$351K 0.11%
+6,750
189
$351K 0.11%
2,716
-250
190
$350K 0.11%
3,009
+4
191
$348K 0.11%
16,175
192
$346K 0.11%
10,679
193
$343K 0.11%
18,418
-1,256
194
$338K 0.11%
3,400
+2,900
195
$336K 0.11%
5,774
-88
196
$335K 0.11%
3,728
+43
197
$329K 0.1%
40,045
-6,427
198
$329K 0.1%
15,425
199
$328K 0.1%
7,187
+119
200
$326K 0.1%
2,002
+427
6 7
8
9 10