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
451
$34K 0.02%
138
-3
452
$34K 0.02%
1,712
-170
453
$34K 0.02%
700
454
$33K 0.02%
125
455
$33K 0.02%
2,700
456
$33K 0.02%
600
457
$33K 0.02%
500
-1,250
458
$32K 0.02%
979
+140
459
$32K 0.02%
735
+55
460
$31K 0.02%
3,000
461
$31K 0.02%
400
462
$31K 0.02%
900
463
$31K 0.02%
900
464
$31K 0.02%
700
465
$29K 0.01%
400
466
$29K 0.01%
2,800
467
$29K 0.01%
1,000
468
$29K 0.01%
300
469
$29K 0.01%
380
470
$28K 0.01%
705
471
$28K 0.01%
560
472
$28K 0.01%
352
473
$28K 0.01%
1,000
474
$27K 0.01%
560
475
$27K 0.01%
1,125
+3
17 18
19
20 21