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
601
$34K 0.01%
+576
602
$34K 0.01%
+300
603
$33K 0.01%
+5,500
604
$33K 0.01%
+544
605
$32K 0.01%
+338
606
$32K 0.01%
+720
607
$32K 0.01%
+1,000
608
$32K 0.01%
+430
609
$32K 0.01%
3,800
610
$32K 0.01%
+600
611
$32K 0.01%
+2,000
612
$32K 0.01%
+2,000
613
$32K 0.01%
+400
614
$31K 0.01%
+560
615
$31K 0.01%
+372
616
$31K 0.01%
+853
617
$31K 0.01%
+320
618
$31K 0.01%
+1,300
619
$31K 0.01%
+250
620
$31K 0.01%
+2,688
621
$31K 0.01%
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622
$31K 0.01%
+1,404
623
$31K 0.01%
+200
624
$30K 0.01%
+327
625
$30K 0.01%
+308
23 24
25
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