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
401
$48K 0.02%
1,815
402
$48K 0.02%
5,700
403
$48K 0.02%
650
404
$47K 0.02%
3,700
405
$47K 0.02%
500
406
$47K 0.02%
4,000
+1,000
407
$47K 0.02%
+900
408
$46K 0.02%
1,000
409
$46K 0.02%
3,100
410
$46K 0.02%
12,000
411
$46K 0.02%
1,000
412
$46K 0.02%
300
413
$45K 0.02%
1,055
414
$45K 0.02%
1,650
415
$45K 0.02%
1,000
416
$45K 0.02%
1,200
417
$43K 0.02%
1,343
-1,050
418
$43K 0.02%
945
419
$42K 0.02%
200
420
$42K 0.02%
2,500
421
$42K 0.02%
227
422
$42K 0.02%
150
423
$41K 0.02%
700
424
$41K 0.02%
486
+18
425
$41K 0.02%
168
15 16
17
18 19