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
701
$21K 0.01%
+600
702
$21K 0.01%
+500
703
$21K 0.01%
+190
704
$21K 0.01%
+400
705
$21K 0.01%
+700
706
$20K 0.01%
+582
707
$20K 0.01%
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708
$20K 0.01%
+166
709
$20K 0.01%
+500
710
$20K 0.01%
+622
711
$20K 0.01%
10,000
712
$19K 0.01%
+484
713
$19K 0.01%
+204
714
$19K 0.01%
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715
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+600
716
$19K 0.01%
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717
$19K 0.01%
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718
$19K 0.01%
+400
719
$19K 0.01%
+1,500
720
$18K 0.01%
700
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721
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722
$18K 0.01%
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723
$18K 0.01%
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724
$18K 0.01%
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725
$18K 0.01%
+12
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