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
351
$66K 0.03%
445
352
$66K 0.03%
1,210
353
$65K 0.03%
3,660
354
$65K 0.03%
1,500
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355
$65K 0.03%
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356
$63K 0.03%
650
357
$63K 0.03%
280
358
$62K 0.03%
1,575
359
$62K 0.03%
450
360
$62K 0.03%
600
361
$61K 0.03%
7,952
-2,000
362
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1,100
363
$61K 0.03%
900
364
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400
365
$60K 0.03%
591
366
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406
367
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400
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368
$59K 0.03%
950
369
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648
370
$58K 0.03%
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371
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372
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373
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2,000
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374
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375
$58K 0.03%
2,200
13 14
15
16 17