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
526
$48K 0.01%
+1,271
527
$48K 0.01%
+900
528
$48K 0.01%
+1,000
529
$47K 0.01%
+942
530
$47K 0.01%
+1,650
531
$47K 0.01%
+274
532
$47K 0.01%
+318
533
$46K 0.01%
+1,300
534
$46K 0.01%
+600
535
$46K 0.01%
+413
536
$46K 0.01%
+2,009
537
$46K 0.01%
+643
538
$46K 0.01%
+775
539
$45K 0.01%
+850
540
$45K 0.01%
+4,000
541
$45K 0.01%
+1,700
542
$44K 0.01%
+1,100
543
$44K 0.01%
+1,314
544
$44K 0.01%
+2,145
545
$44K 0.01%
+1,500
546
$43K 0.01%
+4,400
547
$43K 0.01%
+1,092
548
$43K 0.01%
+698
549
$43K 0.01%
+697
550
$43K 0.01%
+600
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