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
576
$39K 0.01%
+250
577
$38K 0.01%
+700
578
$38K 0.01%
+337
579
$38K 0.01%
+600
580
$38K 0.01%
+80
581
$38K 0.01%
+600
582
$37K 0.01%
+850
583
$37K 0.01%
+1,300
584
$37K 0.01%
+500
585
$36K 0.01%
+520
586
$36K 0.01%
+460
587
$36K 0.01%
+1,200
588
$36K 0.01%
+200
589
$36K 0.01%
+1,500
590
$36K 0.01%
+964
591
$35K 0.01%
+530
592
$35K 0.01%
+1,000
593
$35K 0.01%
+400
594
$35K 0.01%
+150
595
$35K 0.01%
+349
596
$35K 0.01%
+400
597
$35K 0.01%
+732
598
$35K 0.01%
+534
599
$34K 0.01%
+300
600
$34K 0.01%
+783
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