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
651
$27K 0.01%
+394
652
$27K 0.01%
+734
653
$27K 0.01%
+390
654
$27K 0.01%
+1,400
655
$27K 0.01%
+718
656
$27K 0.01%
+874
657
$27K 0.01%
+2,500
658
$27K 0.01%
+128
659
$26K 0.01%
+299
660
$26K 0.01%
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661
$26K 0.01%
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662
$26K 0.01%
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663
$26K 0.01%
+600
664
$26K 0.01%
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665
$26K 0.01%
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666
$26K 0.01%
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667
$26K 0.01%
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668
$25K 0.01%
+398
669
$25K 0.01%
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670
$25K 0.01%
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671
$25K 0.01%
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672
$25K 0.01%
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673
$25K 0.01%
725
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674
$25K 0.01%
+450
675
$25K 0.01%
+490
25 26
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