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
$329M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$391K
3
+$368K
4
RTX icon
RTX Corp
RTX
+$353K
5
YUM icon
Yum! Brands
YUM
+$331K

Top Sells

1
+$647K
2
+$418K
3
+$326K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$291K

Sector Composition

1 Technology 24.68%
2 Healthcare 10.45%
3 Financials 10.4%
4 Consumer Discretionary 9.01%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$163K 0.05%
2,300
+2,085
277
$162K 0.05%
1,500
278
$162K 0.05%
2,918
-187
279
$162K 0.05%
7,400
280
$161K 0.05%
1,700
-50
281
$161K 0.05%
+1,600
282
$160K 0.05%
1,600
283
$159K 0.05%
+2,900
284
$158K 0.05%
9,831
285
$157K 0.05%
547
286
$156K 0.05%
1,825
-198
287
$155K 0.05%
1,100
288
$155K 0.05%
2,213
289
$155K 0.05%
2,351
290
$155K 0.05%
3,600
291
$154K 0.05%
5,231
292
$154K 0.05%
905
+93
293
$153K 0.05%
1,100
294
$152K 0.05%
1,074
295
$152K 0.05%
1,150
296
$151K 0.05%
4,625
297
$149K 0.05%
1,370
+370
298
$149K 0.05%
5,316
+266
299
$148K 0.04%
1,611
+4
300
$148K 0.04%
7,500
-1,500
10 11
12
13 14