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
251
$124K 0.06%
775
252
$123K 0.06%
2,700
-1,000
253
$123K 0.06%
9,831
254
$122K 0.06%
6,240
+178
255
$122K 0.06%
4,980
256
$120K 0.06%
668
+308
257
$120K 0.06%
1,460
+60
258
$120K 0.06%
2,636
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259
$118K 0.06%
3,200
260
$117K 0.06%
2,663
261
$117K 0.06%
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-100
262
$117K 0.06%
500
263
$116K 0.06%
850
264
$114K 0.06%
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265
$113K 0.06%
547
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267
$112K 0.06%
925
268
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271
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273
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-100
274
$109K 0.05%
4,500
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275
$109K 0.05%
2,776
9 10
11
12 13