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
401
$78K 0.02%
5,356
+2,800
402
$78K 0.02%
1,000
403
$78K 0.02%
3,609
404
$77K 0.02%
650
405
$76K 0.02%
340
406
$76K 0.02%
1,102
+800
407
$76K 0.02%
1,102
+3
408
$75K 0.02%
600
409
$74K 0.02%
1,716
-1,909
410
$74K 0.02%
300
-10
411
$74K 0.02%
650
412
$74K 0.02%
1,626
413
$74K 0.02%
1,200
414
$73K 0.02%
350
415
$73K 0.02%
+3,876
416
$72K 0.02%
2,146
+554
417
$72K 0.02%
2,930
-2,415
418
$72K 0.02%
295
419
$71K 0.02%
692
420
$71K 0.02%
880
421
$70K 0.02%
1,200
422
$70K 0.02%
12,157
-2,543
423
$70K 0.02%
1,650
424
$69K 0.02%
700
425
$69K 0.02%
1,168
-500
15 16
17
18 19