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
326
$77K 0.04%
2,778
327
$76K 0.04%
1,200
328
$76K 0.04%
725
329
$75K 0.04%
3,806
330
$75K 0.04%
2,200
331
$75K 0.04%
938
332
$74K 0.04%
2,500
333
$72K 0.04%
800
334
$72K 0.04%
1,730
335
$72K 0.04%
2,475
336
$72K 0.04%
2,697
+506
337
$72K 0.04%
3,500
338
$72K 0.04%
351
339
$71K 0.04%
203
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340
$71K 0.04%
2,600
341
$71K 0.04%
1,204
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342
$70K 0.04%
2,650
343
$70K 0.04%
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344
$69K 0.03%
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345
$69K 0.03%
145
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346
$68K 0.03%
+2,500
347
$67K 0.03%
617
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348
$67K 0.03%
1,985
-1,984
349
$67K 0.03%
3,000
350
$66K 0.03%
2,253
12 13
14
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