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
376
$120K 0.04%
+4,204
377
$119K 0.04%
+4,978
378
$117K 0.03%
+1,384
379
$116K 0.03%
+2,200
380
$115K 0.03%
+8,416
381
$115K 0.03%
+3,650
382
$113K 0.03%
2,245
-8,123
383
$112K 0.03%
+1,488
384
$112K 0.03%
+3,200
385
$112K 0.03%
+5,400
386
$111K 0.03%
+1,819
387
$110K 0.03%
+2,355
388
$109K 0.03%
+1,040
389
$109K 0.03%
+4,961
390
$109K 0.03%
+1,260
391
$109K 0.03%
+1,885
392
$108K 0.03%
7,141
-2,985
393
$108K 0.03%
+4,584
394
$108K 0.03%
+1,275
395
$107K 0.03%
+4,150
396
$106K 0.03%
+1,375
397
$104K 0.03%
+547
398
$104K 0.03%
+1,306
399
$104K 0.03%
+547
400
$103K 0.03%
+3,017
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