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
301
$91K 0.05%
260
302
$90K 0.05%
1,665
303
$89K 0.04%
576
304
$89K 0.04%
1,700
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305
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306
$88K 0.04%
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307
$87K 0.04%
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+18
308
$87K 0.04%
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309
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310
$86K 0.04%
1,469
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311
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900
312
$85K 0.04%
950
313
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314
$84K 0.04%
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315
$84K 0.04%
500
316
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715
317
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2,300
318
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319
$80K 0.04%
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320
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323
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7,000
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324
$77K 0.04%
355
325
$77K 0.04%
1,000
11 12
13
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