OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
-0.12%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$340M
AUM Growth
+$25.9M
(+8.2%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
19.39%
Holding
1,009
New
683
Increased
89
Reduced
125
Closed
–
Top Buys
| 1 |
WP
Worldpay, Inc.
WP
|
+$986K |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$530K |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
+$451K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$390K |
| 5 |
Leidos
LDOS
|
+$312K |
Top Sells
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Financials | 12.88% |
| 3 | Healthcare | 11.25% |
| 4 | Industrials | 8.29% |
| 5 | Consumer Discretionary | 7.63% |
