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
401
$103K 0.03%
+5,568
402
$103K 0.03%
+2,525
403
$102K 0.03%
+4,000
404
$101K 0.03%
+6,756
405
$101K 0.03%
+2,950
406
$100K 0.03%
+1,005
407
$97K 0.03%
+1,942
408
$96K 0.03%
+697
409
$96K 0.03%
+1,236
410
$96K 0.03%
+1,750
411
$96K 0.03%
+3,900
412
$95K 0.03%
+900
413
$95K 0.03%
10,380
-200
414
$94K 0.03%
+1,082
415
$94K 0.03%
+2,253
416
$94K 0.03%
+335
417
$94K 0.03%
+1,600
418
$93K 0.03%
+5,751
419
$92K 0.03%
+1,150
420
$92K 0.03%
+2,343
421
$92K 0.03%
+1,554
422
$91K 0.03%
+3,169
423
$91K 0.03%
35,250
+12,250
424
$90K 0.03%
+1,175
425
$90K 0.03%
+1,000
15 16
17
18 19