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
951
$2K ﹤0.01%
+77
952
$2K ﹤0.01%
+68
953
$2K ﹤0.01%
+80
954
$2K ﹤0.01%
+200
955
$2K ﹤0.01%
+65
956
$2K ﹤0.01%
+110
957
$2K ﹤0.01%
+166
958
$2K ﹤0.01%
+97
959
$2K ﹤0.01%
+100
960
$2K ﹤0.01%
+106
961
$2K ﹤0.01%
+75
962
$2K ﹤0.01%
+1,200
963
$1K ﹤0.01%
+20
964
$1K ﹤0.01%
+24
965
$1K ﹤0.01%
+200
966
$1K ﹤0.01%
+26
967
$1K ﹤0.01%
+15
968
$1K ﹤0.01%
+50
969
$1K ﹤0.01%
+8
970
$1K ﹤0.01%
+50
971
$1K ﹤0.01%
+66
972
$1K ﹤0.01%
+38
973
$1K ﹤0.01%
+25
974
$1K ﹤0.01%
+9
975
$1K ﹤0.01%
+11
37 38
39
40 41