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
926
$4K ﹤0.01%
+137
927
$4K ﹤0.01%
+81
928
$3K ﹤0.01%
+150
929
$3K ﹤0.01%
+32
930
$3K ﹤0.01%
+10
931
$3K ﹤0.01%
+65
932
$3K ﹤0.01%
+130
933
$3K ﹤0.01%
+106
934
$3K ﹤0.01%
+150
935
$3K ﹤0.01%
+163
936
$3K ﹤0.01%
+199
937
$3K ﹤0.01%
+250
938
$3K ﹤0.01%
+53
939
$3K ﹤0.01%
+338
940
$3K ﹤0.01%
+56
941
$3K ﹤0.01%
+100
942
$2K ﹤0.01%
+36
943
$2K ﹤0.01%
+52
944
$2K ﹤0.01%
+126
945
$2K ﹤0.01%
+40
946
$2K ﹤0.01%
+41
947
$2K ﹤0.01%
+15
948
$2K ﹤0.01%
+25
949
$2K ﹤0.01%
+42
950
$2K ﹤0.01%
+100
36 37
38
39 40