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
451
$19.2K 0.01%
8,000
452
$18.7K 0.01%
200
453
$18.4K 0.01%
429
454
$18.2K 0.01%
350
455
$18.1K 0.01%
872
456
$18.1K 0.01%
1,000
457
$18K 0.01%
300
-200
458
$18K 0.01%
250
-75
459
$17.7K 0.01%
3,950
460
$17.6K 0.01%
450
-500
461
$17.4K 0.01%
350
462
$17.3K 0.01%
1,000
463
$17K 0.01%
75
464
$17K 0.01%
400
465
$16.9K 0.01%
50
466
$16.8K 0.01%
273
467
$16.5K 0.01%
300
468
$16.2K 0.01%
330
469
$16.2K 0.01%
125
470
$15.9K 0.01%
1,000
471
$15.9K 0.01%
1,000
472
$15.7K 0.01%
301
473
$15.6K 0.01%
1,300
474
$15.6K 0.01%
800
475
$15.4K 0.01%
2,000
17 18
19
20 21