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
301
$75K 0.04%
1,130
302
$74.9K 0.04%
600
303
$73.4K 0.04%
1,200
-1,200
304
$72.3K 0.04%
1,200
-100
305
$71.6K 0.04%
400
306
$71.1K 0.04%
521
307
$70.9K 0.04%
600
308
$70.7K 0.04%
150
309
$70.7K 0.04%
1,255
-775
310
$69.8K 0.04%
1,931
311
$69.4K 0.03%
2,578
312
$68.6K 0.03%
886
+9
313
$68K 0.03%
1,500
314
$67.7K 0.03%
1,175
+175
315
$67.1K 0.03%
1,500
-525
316
$66.9K 0.03%
550
317
$66.8K 0.03%
2,000
318
$66.4K 0.03%
2,200
319
$65.6K 0.03%
718
-581
320
$65.5K 0.03%
281
321
$65K 0.03%
606
322
$62.8K 0.03%
1,276
-3
323
$62.6K 0.03%
792
324
$62.5K 0.03%
850
-200
325
$62.5K 0.03%
700
11 12
13
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