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
$199M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$372K
3
+$366K
4
AAPL icon
Apple
AAPL
+$190K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$160K

Top Sells

1
+$3.91M
2
+$887K
3
+$860K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$825K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$772K

Sector Composition

1 Technology 24.43%
2 Healthcare 9.19%
3 Industrials 8.42%
4 Financials 8.4%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$87.3K 0.04%
2,050
-800
277
$86.8K 0.04%
1,275
+95
278
$86.7K 0.04%
335
-16
279
$85.5K 0.04%
1,134
280
$85.2K 0.04%
2,968
+2,818
281
$83.5K 0.04%
2,253
282
$83.3K 0.04%
1,450
+500
283
$82.7K 0.04%
600
284
$82.5K 0.04%
2,100
285
$82.2K 0.04%
2,610
286
$82K 0.04%
910
+2
287
$81.7K 0.04%
+1,700
288
$80.7K 0.04%
1,903
289
$80.7K 0.04%
2,500
290
$79.9K 0.04%
10,352
+2,600
291
$79.6K 0.04%
2,650
292
$79.2K 0.04%
+3,450
293
$79K 0.04%
6,800
294
$78.3K 0.04%
950
-1
295
$78.3K 0.04%
450
296
$77.9K 0.04%
300
297
$77.5K 0.04%
2,500
298
$76.5K 0.04%
280
299
$76.1K 0.04%
1,168
300
$75.9K 0.04%
1,288
-112
10 11
12
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