OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
896
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$247K
3
+$217K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$183K
5
GLNG icon
Golar LNG
GLNG
+$160K

Top Sells

1
+$733K
2
+$476K
3
+$408K
4
ABR icon
Arbor Realty Trust
ABR
+$286K
5
DDOG icon
Datadog
DDOG
+$204K

Sector Composition

1 Technology 19.79%
2 Healthcare 12.26%
3 Financials 8.52%
4 Industrials 6.99%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$41K 0.02%
1,955
+69
427
$41K 0.02%
351
428
$41K 0.02%
900
+5
429
$41K 0.02%
1,000
430
$40K 0.02%
3,250
431
$40K 0.02%
600
432
$40K 0.02%
242
-23
433
$40K 0.02%
1,293
434
$39K 0.02%
1,683
435
$39K 0.02%
1,200
+400
436
$38K 0.02%
1,100
+1,000
437
$38K 0.02%
1,100
438
$38K 0.02%
320
439
$38K 0.02%
1,600
440
$37K 0.02%
2,100
441
$37K 0.02%
1,000
442
$36K 0.02%
500
443
$36K 0.02%
1,000
444
$36K 0.02%
522
445
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$36K 0.02%
2,026
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447
$35K 0.02%
205
-29
448
$35K 0.02%
400
449
$35K 0.02%
3,864
+100
450
$34K 0.02%
1,712
-170
16 17
18
19 20