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
351
$50.6K 0.03%
1,371
352
$50.1K 0.03%
1,593
353
$49.7K 0.03%
+3,658
354
$49.4K 0.02%
480
-350
355
$48.3K 0.02%
1,200
-1,500
356
$48.3K 0.02%
3,500
357
$48K 0.02%
2,317
+116
358
$48K 0.02%
1,102
+700
359
$47.1K 0.02%
800
-1,800
360
$45.9K 0.02%
200
-106
361
$45.9K 0.02%
605
+100
362
$45.8K 0.02%
250
363
$45.7K 0.02%
400
364
$45.6K 0.02%
1,500
+1,000
365
$45.5K 0.02%
500
-400
366
$44.4K 0.02%
231
367
$44.2K 0.02%
600
368
$43.5K 0.02%
300
369
$43.3K 0.02%
447
370
$43K 0.02%
555
-550
371
$42.8K 0.02%
500
372
$42.5K 0.02%
1,000
373
$42.3K 0.02%
522
374
$40.7K 0.02%
450
375
$40.4K 0.02%
941
+7
13 14
15
16 17