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
426
$23.6K 0.01%
200
427
$23.6K 0.01%
1,400
-700
428
$23.3K 0.01%
150
-125
429
$23.1K 0.01%
400
430
$22.9K 0.01%
560
431
$22.7K 0.01%
425
432
$22.6K 0.01%
1,000
433
$22.3K 0.01%
622
434
$22.2K 0.01%
100
435
$21.9K 0.01%
1,876
+45
436
$21.8K 0.01%
335
437
$21.7K 0.01%
855
+3
438
$21.7K 0.01%
750
439
$21.6K 0.01%
500
440
$21.5K 0.01%
281
441
$21.4K 0.01%
97
-8
442
$21.3K 0.01%
1,306
-100
443
$21.3K 0.01%
+1,000
444
$21.3K 0.01%
1,000
-1,000
445
$20.9K 0.01%
700
446
$19.9K 0.01%
250
447
$19.8K 0.01%
150
-150
448
$19.8K 0.01%
588
+6
449
$19.8K 0.01%
650
450
$19.6K 0.01%
600
16 17
18
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