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
751
$16K ﹤0.01%
+100
752
$16K ﹤0.01%
+143
753
$15K ﹤0.01%
+400
754
$15K ﹤0.01%
+600
755
$15K ﹤0.01%
+300
756
$15K ﹤0.01%
+300
757
$15K ﹤0.01%
+200
758
$15K ﹤0.01%
+100
759
$15K ﹤0.01%
+400
760
$15K ﹤0.01%
+248
761
$15K ﹤0.01%
+3,100
762
$15K ﹤0.01%
+313
763
$15K ﹤0.01%
+617
764
$15K ﹤0.01%
+3,103
765
$14K ﹤0.01%
+215
766
$14K ﹤0.01%
+250
767
$14K ﹤0.01%
+400
768
$14K ﹤0.01%
+228
769
$14K ﹤0.01%
+306
770
$14K ﹤0.01%
+450
771
$14K ﹤0.01%
+145
772
$14K ﹤0.01%
+400
773
$14K ﹤0.01%
+110
774
$14K ﹤0.01%
+1,025
775
$14K ﹤0.01%
+400
29 30
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