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
$340M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$530K
3
+$451K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$390K
5
LDOS icon
Leidos
LDOS
+$312K

Top Sells

1
+$587K
2
+$446K
3
+$409K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$294K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$251K

Sector Composition

1 Technology 14.58%
2 Financials 12.88%
3 Healthcare 11.25%
4 Industrials 8.29%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$129K 0.04%
+5,003
352
$129K 0.04%
+1,079
353
$128K 0.04%
+2,050
354
$128K 0.04%
+5,150
355
$128K 0.04%
+5,200
356
$127K 0.04%
12,500
357
$127K 0.04%
+7,250
358
$127K 0.04%
+1,350
359
$127K 0.04%
+4,800
360
$127K 0.04%
+5,906
361
$124K 0.04%
+1,700
362
$124K 0.04%
+5,630
363
$124K 0.04%
+650
364
$123K 0.04%
+3,250
365
$123K 0.04%
+5,134
366
$122K 0.04%
+2,754
367
$122K 0.04%
+3,500
368
$122K 0.04%
+1,115
369
$122K 0.04%
24,500
-31,500
370
$121K 0.04%
+2,800
371
$121K 0.04%
+2,478
372
$121K 0.04%
+5,050
373
$121K 0.04%
+2,563
374
$120K 0.04%
+4,455
375
$120K 0.04%
+1,562
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