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
551
$42K 0.01%
+200
552
$42K 0.01%
+2,060
553
$42K 0.01%
+800
554
$41K 0.01%
+2,300
555
$41K 0.01%
+1,460
556
$41K 0.01%
+1,212
557
$41K 0.01%
+1,600
558
$41K 0.01%
+450
559
$41K 0.01%
+380
560
$41K 0.01%
+1,500
561
$40K 0.01%
+1,000
562
$40K 0.01%
+475
563
$40K 0.01%
+400
564
$40K 0.01%
+720
565
$40K 0.01%
+700
566
$40K 0.01%
+1,900
567
$40K 0.01%
+1,421
568
$40K 0.01%
+600
569
$39K 0.01%
+2,000
570
$39K 0.01%
+667
571
$39K 0.01%
+720
572
$39K 0.01%
+1,000
573
$39K 0.01%
+3,000
574
$39K 0.01%
+700
575
$39K 0.01%
+375
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