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
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%
704
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%
447
443
$36K 0.02%
2,026
-1,000
444
$36K 0.02%
500
445
$36K 0.02%
1,000
446
$36K 0.02%
522
447
$35K 0.02%
205
-29
448
$35K 0.02%
400
449
$35K 0.02%
3,864
+100
450
$34K 0.02%
1,882
16 17
18
19 20