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
$329M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$391K
3
+$368K
4
RTX icon
RTX Corp
RTX
+$353K
5
YUM icon
Yum! Brands
YUM
+$331K

Top Sells

1
+$647K
2
+$418K
3
+$326K
4
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$97K 0.03%
3,227
352
$97K 0.03%
+4,100
353
$97K 0.03%
475
354
$96K 0.03%
525
-500
355
$95K 0.03%
3,662
+1,662
356
$94K 0.03%
2,600
357
$94K 0.03%
6,250
+2,000
358
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359
$94K 0.03%
1,400
-600
360
$93K 0.03%
257
361
$93K 0.03%
+1,830
362
$93K 0.03%
3,076
-3,710
363
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1,000
364
$92K 0.03%
425
365
$91K 0.03%
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$91K 0.03%
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367
$90K 0.03%
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368
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369
$89K 0.03%
1,236
370
$89K 0.03%
4,975
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371
$88K 0.03%
500
372
$88K 0.03%
2,750
373
$88K 0.03%
800
-100
374
$87K 0.03%
750
375
$87K 0.03%
671
+17
13 14
15
16 17