OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+13.47%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$329M
AUM Growth
+$31.6M
(+11%)
Cap. Flow
-$2.23M
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
27.11%
Holding
970
New
84
Increased
158
Reduced
227
Closed
78
Top Buys
| 1 |
Invesco
IVZ
|
+$406K |
| 2 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$391K |
| 3 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
+$368K |
| 4 |
RTX Corp
RTX
|
+$353K |
| 5 |
Yum! Brands
YUM
|
+$331K |
Top Sells
| 1 |
Apple
AAPL
|
+$647K |
| 2 |
AT&T
T
|
+$418K |
| 3 |
AbbVie
ABBV
|
+$326K |
| 4 |
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% |
