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
801
$12K ﹤0.01%
+4
802
$12K ﹤0.01%
+200
803
$12K ﹤0.01%
+461
804
$12K ﹤0.01%
+116
805
$12K ﹤0.01%
+472
806
$12K ﹤0.01%
+473
807
$12K ﹤0.01%
+467
808
$11K ﹤0.01%
+300
809
$11K ﹤0.01%
+400
810
$11K ﹤0.01%
+500
811
$11K ﹤0.01%
+400
812
$11K ﹤0.01%
+360
813
$11K ﹤0.01%
+375
814
$11K ﹤0.01%
+700
815
$11K ﹤0.01%
+500
816
$11K ﹤0.01%
+100
817
$11K ﹤0.01%
+3,500
818
$11K ﹤0.01%
+200
819
$11K ﹤0.01%
+1,500
820
$10K ﹤0.01%
+250
821
$10K ﹤0.01%
+300
822
$10K ﹤0.01%
+1,500
823
$10K ﹤0.01%
+100
824
$10K ﹤0.01%
+200
825
$10K ﹤0.01%
+79
31 32
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