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
626
$30K 0.01%
+542
627
$30K 0.01%
+932
628
$30K 0.01%
+216
629
$30K 0.01%
2,949
-12,709
630
$30K 0.01%
+200
631
$30K 0.01%
+150
632
$30K 0.01%
+866
633
$29K 0.01%
+5,255
634
$29K 0.01%
+120
635
$29K 0.01%
+185
636
$29K 0.01%
+400
637
$29K 0.01%
+300
638
$29K 0.01%
+2,400
639
$29K 0.01%
+4,700
640
$28K 0.01%
+522
641
$28K 0.01%
+2,095
642
$28K 0.01%
+6,500
643
$28K 0.01%
+1,709
644
$28K 0.01%
+600
645
$28K 0.01%
+500
646
$28K 0.01%
+485
647
$27K 0.01%
+523
648
$27K 0.01%
+400
649
$27K 0.01%
+1,552
650
$27K 0.01%
+100
24 25
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