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
401
$28.9K 0.01%
600
402
$28.4K 0.01%
+1,000
403
$28.4K 0.01%
380
404
$28K 0.01%
100
405
$28K 0.01%
115
-50
406
$27.7K 0.01%
217
407
$27.6K 0.01%
560
408
$27.5K 0.01%
225
409
$27.5K 0.01%
44
410
$27.3K 0.01%
1,000
411
$27.1K 0.01%
1,314
412
$26.8K 0.01%
1,700
413
$26.8K 0.01%
265
414
$26.2K 0.01%
662
-396
415
$26.1K 0.01%
295
-190
416
$25.9K 0.01%
400
-300
417
$25.3K 0.01%
1,001
-13
418
$25.3K 0.01%
200
-1,650
419
$25.1K 0.01%
350
420
$24.8K 0.01%
200
421
$24.7K 0.01%
100
422
$24.2K 0.01%
207
423
$24.2K 0.01%
286
+1
424
$24.1K 0.01%
+670
425
$23.8K 0.01%
4,200
+400
15 16
17
18 19