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
676
$25K 0.01%
+1,600
677
$24K 0.01%
+420
678
$24K 0.01%
+146
679
$23K 0.01%
+400
680
$23K 0.01%
+330
681
$23K 0.01%
+209
682
$23K 0.01%
+600
683
$23K 0.01%
+1,500
684
$23K 0.01%
+1,770
685
$23K 0.01%
+450
686
$23K 0.01%
+800
687
$23K 0.01%
+1,000
688
$22K 0.01%
+300
689
$22K 0.01%
+165
690
$22K 0.01%
+550
691
$22K 0.01%
+600
692
$22K 0.01%
+500
693
$22K 0.01%
+400
694
$22K 0.01%
+375
695
$22K 0.01%
+189
696
$22K 0.01%
+1,500
697
$21K 0.01%
+200
698
$21K 0.01%
+124
699
$21K 0.01%
+450
700
$21K 0.01%
+200
26 27
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