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
326
$62K 0.03%
275
-1
327
$61.4K 0.03%
912
-300
328
$60.3K 0.03%
480
329
$60K 0.03%
516
-375
330
$59.9K 0.03%
2,293
-1,502
331
$59.2K 0.03%
1,000
332
$58.7K 0.03%
1,690
333
$58.2K 0.03%
250
-1
334
$57.8K 0.03%
400
335
$57.7K 0.03%
5,000
336
$57.6K 0.03%
1,068
337
$56.6K 0.03%
3,000
338
$56.5K 0.03%
686
+1
339
$56.4K 0.03%
3,847
340
$56K 0.03%
1,200
341
$55.6K 0.03%
326
-1
342
$55K 0.03%
2,215
343
$54.8K 0.03%
1,800
344
$53.5K 0.03%
530
+100
345
$53.4K 0.03%
130
-200
346
$52.8K 0.03%
576
347
$52.2K 0.03%
678
-1
348
$51.8K 0.03%
426
-400
349
$51.4K 0.03%
105
-20
350
$51K 0.03%
600
12 13
14
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