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
376
$58K 0.03%
550
377
$56K 0.03%
1,000
-121
378
$55K 0.03%
4,000
379
$55K 0.03%
792
380
$55K 0.03%
2,130
381
$55K 0.03%
1,217
382
$55K 0.03%
300
383
$55K 0.03%
200
384
$55K 0.03%
165
+15
385
$55K 0.03%
750
386
$54K 0.03%
1,068
387
$54K 0.03%
1,500
+750
388
$54K 0.03%
8,000
389
$53K 0.03%
250
390
$53K 0.03%
475
391
$53K 0.03%
600
392
$52K 0.03%
700
393
$51K 0.03%
351
394
$51K 0.03%
2,215
395
$50K 0.03%
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-1,000
396
$50K 0.03%
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397
$49K 0.02%
750
398
$49K 0.02%
77
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399
$49K 0.02%
500
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400
$48K 0.02%
+700
14 15
16
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