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
776
$14K ﹤0.01%
+780
777
$14K ﹤0.01%
+800
778
$14K ﹤0.01%
+11
779
$14K ﹤0.01%
+5,000
780
$13K ﹤0.01%
+800
781
$13K ﹤0.01%
+283
782
$13K ﹤0.01%
400
-4,200
783
$13K ﹤0.01%
+255
784
$13K ﹤0.01%
+200
785
$13K ﹤0.01%
+100
786
$13K ﹤0.01%
+200
787
$13K ﹤0.01%
+1,000
788
$13K ﹤0.01%
+860
789
$13K ﹤0.01%
+150
790
$13K ﹤0.01%
+427
791
$13K ﹤0.01%
+100
792
$12K ﹤0.01%
+1,000
793
$12K ﹤0.01%
+256
794
$12K ﹤0.01%
+100
795
$12K ﹤0.01%
+234
796
$12K ﹤0.01%
+47
797
$12K ﹤0.01%
+51
798
$12K ﹤0.01%
+378
799
$12K ﹤0.01%
+400
800
$12K ﹤0.01%
+759
30 31
32
33 34