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
476
$68K 0.02%
21,459
477
$67K 0.02%
+3,904
478
$67K 0.02%
+1,592
479
$67K 0.02%
13,500
480
$66K 0.02%
+3,200
481
$66K 0.02%
+600
482
$66K 0.02%
+1,299
483
$66K 0.02%
+6,200
484
$66K 0.02%
+800
485
$65K 0.02%
+500
486
$65K 0.02%
+1,800
487
$65K 0.02%
+6,000
488
$65K 0.02%
+5,000
489
$65K 0.02%
+2,101
490
$64K 0.02%
+1,221
491
$64K 0.02%
+185
492
$64K 0.02%
+2,600
493
$63K 0.02%
+2,880
494
$62K 0.02%
15,686
+361
495
$61K 0.02%
+1,306
496
$60K 0.02%
+1,200
497
$60K 0.02%
+1,458
498
$60K 0.02%
+2,200
499
$60K 0.02%
+529
500
$59K 0.02%
+1,217
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