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
426
$89K 0.03%
+4,800
427
$89K 0.03%
+2,300
428
$88K 0.03%
+2,100
429
$88K 0.03%
+3,116
430
$88K 0.03%
+2,061
431
$88K 0.03%
+3,000
432
$87K 0.03%
+3,800
433
$86K 0.03%
+1,349
434
$86K 0.03%
+1,134
435
$86K 0.03%
+1,400
436
$86K 0.03%
+1,000
437
$85K 0.03%
+3,950
438
$85K 0.03%
+5,000
439
$85K 0.03%
+500
440
$84K 0.02%
+1,854
441
$84K 0.02%
+722
442
$83K 0.02%
+1,600
443
$82K 0.02%
+700
444
$82K 0.02%
+773
445
$79K 0.02%
+1,278
446
$79K 0.02%
+900
447
$78K 0.02%
+429
448
$77K 0.02%
+1,360
449
$76K 0.02%
+2,291
450
$76K 0.02%
+1,000
16 17
18
19 20