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
901
$5K ﹤0.01%
+35
902
$5K ﹤0.01%
+91
903
$5K ﹤0.01%
+20
904
$5K ﹤0.01%
+74
905
$4K ﹤0.01%
+175
906
$4K ﹤0.01%
+148
907
$4K ﹤0.01%
+107
908
$4K ﹤0.01%
+250
909
$4K ﹤0.01%
+239
910
$4K ﹤0.01%
+50
911
$4K ﹤0.01%
+120
912
$4K ﹤0.01%
+76
913
$4K ﹤0.01%
+2,000
914
$4K ﹤0.01%
+20
915
$4K ﹤0.01%
+72
916
$4K ﹤0.01%
+100
917
$4K ﹤0.01%
+100
918
$4K ﹤0.01%
+200
919
$4K ﹤0.01%
+200
920
$4K ﹤0.01%
+100
921
$4K ﹤0.01%
+89
922
$4K ﹤0.01%
+140
923
$4K ﹤0.01%
+225
924
$4K ﹤0.01%
+88
925
$4K ﹤0.01%
+140
35 36
37
38 39