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
$200M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$213K
3
+$200K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$181K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$153K

Top Sells

1
+$733K
2
+$429K
3
+$404K
4
ABR icon
Arbor Realty Trust
ABR
+$234K
5
DDOG icon
Datadog
DDOG
+$204K

Sector Composition

1 Technology 19.8%
2 Healthcare 12.26%
3 Financials 8.51%
4 Industrials 6.99%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$151K 0.08%
1,629
227
$149K 0.07%
1,875
+86
228
$149K 0.07%
1,105
+38
229
$149K 0.07%
851
230
$147K 0.07%
610
231
$144K 0.07%
2,050
232
$144K 0.07%
2,000
233
$144K 0.07%
2,288
234
$143K 0.07%
4,100
235
$143K 0.07%
1,100
236
$140K 0.07%
3,037
237
$138K 0.07%
900
-605
238
$138K 0.07%
1,000
239
$137K 0.07%
2,350
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240
$137K 0.07%
1,670
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241
$134K 0.07%
4,280
242
$133K 0.07%
345
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243
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244
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14,000
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245
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246
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955
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247
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435
248
$126K 0.06%
885
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249
$125K 0.06%
3,000
250
$125K 0.06%
1,500
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10
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