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
826
$10K ﹤0.01%
+199
827
$10K ﹤0.01%
+350
828
$10K ﹤0.01%
+700
829
$10K ﹤0.01%
+300
830
$9K ﹤0.01%
+250
831
$9K ﹤0.01%
+201
832
$9K ﹤0.01%
+200
833
$9K ﹤0.01%
+100
834
$9K ﹤0.01%
+333
835
$9K ﹤0.01%
+8
836
$9K ﹤0.01%
+300
837
$9K ﹤0.01%
+70
838
$9K ﹤0.01%
+500
839
$9K ﹤0.01%
+513
840
$9K ﹤0.01%
+742
841
$9K ﹤0.01%
+200
842
$9K ﹤0.01%
+110
843
$8K ﹤0.01%
+325
844
$8K ﹤0.01%
+63
845
$8K ﹤0.01%
+225
846
$8K ﹤0.01%
+74
847
$8K ﹤0.01%
+300
848
$8K ﹤0.01%
+840
849
$8K ﹤0.01%
+265
850
$8K ﹤0.01%
+307
32 33
34
35 36