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
376
$40.3K 0.02%
1,882
377
$40.2K 0.02%
1,000
378
$40.1K 0.02%
1,150
379
$40K 0.02%
3,250
380
$38.1K 0.02%
320
381
$37.4K 0.02%
196
382
$37.2K 0.02%
750
383
$37.2K 0.02%
1,200
384
$36.8K 0.02%
1,600
385
$35.7K 0.02%
500
386
$34.4K 0.02%
959
+1
387
$34.4K 0.02%
1,025
388
$33.4K 0.02%
711
-733
389
$32.2K 0.02%
3,000
390
$32K 0.02%
3,000
391
$31.8K 0.02%
1,200
392
$31.5K 0.02%
302
393
$31.4K 0.02%
105
394
$31.3K 0.02%
197
395
$31.3K 0.02%
845
-640
396
$31.2K 0.02%
600
-2,400
397
$31.1K 0.02%
583
398
$30.8K 0.02%
1,052
-3
399
$30.3K 0.02%
400
400
$29.5K 0.01%
6,000
-15,886
14 15
16
17 18