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
451
$76K 0.02%
+1,200
452
$76K 0.02%
+750
453
$76K 0.02%
+1,215
454
$76K 0.02%
+10,300
455
$75K 0.02%
+1,434
456
$75K 0.02%
+1,707
457
$74K 0.02%
+4,203
458
$72K 0.02%
+1,000
459
$72K 0.02%
+3,000
460
$71K 0.02%
+2,700
461
$71K 0.02%
+2,030
462
$70K 0.02%
+3,200
463
$70K 0.02%
+1,168
464
$70K 0.02%
+3,000
465
$70K 0.02%
+1,210
466
$69K 0.02%
+1,500
467
$69K 0.02%
+1,504
468
$69K 0.02%
+2,202
469
$69K 0.02%
+3,000
470
$69K 0.02%
+2,000
471
$69K 0.02%
+4,700
472
$69K 0.02%
+4,000
473
$68K 0.02%
+2,840
474
$68K 0.02%
+5,750
475
$68K 0.02%
+783
17 18
19
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