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
726
$18K 0.01%
+650
727
$18K 0.01%
+600
728
$18K 0.01%
+250
729
$18K 0.01%
+1,000
730
$17K 0.01%
+400
731
$17K 0.01%
+1,300
732
$17K 0.01%
+140
733
$17K 0.01%
+240
734
$17K 0.01%
+1,130
735
$17K 0.01%
+800
736
$17K 0.01%
+571
737
$17K 0.01%
+450
738
$17K 0.01%
+500
739
$16K ﹤0.01%
+500
740
$16K ﹤0.01%
+150
741
$16K ﹤0.01%
+500
742
$16K ﹤0.01%
+100
743
$16K ﹤0.01%
+400
744
$16K ﹤0.01%
+500
745
$16K ﹤0.01%
+1,000
746
$16K ﹤0.01%
+200
747
$16K ﹤0.01%
+204
748
$16K ﹤0.01%
+1,600
749
$16K ﹤0.01%
+600
750
$16K ﹤0.01%
+300
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