We are live on ! Find out more
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
$230M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$218K
3
+$126K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$123K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$120K

Top Sells

1
+$513K
2
+$218K
3
+$183K
4
AAPL icon
Apple
AAPL
+$122K
5
NVMI
Nova
NVMI
+$122K

Sector Composition

1 Technology 27.4%
2 Financials 9.18%
3 Industrials 8.3%
4 Communication Services 6.42%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUMC icon
451
Yum China
YUMC
$15B
$17.9K 0.01%
400
RGTI icon
452
Rigetti Computing
RGTI
$6.73B
$17.8K 0.01%
1,500
THO icon
453
Thor Industries
THO
$3.74B
$17.8K 0.01%
200
SQM icon
454
Sociedad Química y Minera de Chile
SQM
$23.7B
$17.6K 0.01%
500
-500
XSMO icon
455
Invesco S&P SmallCap Momentum ETF
XSMO
$2.93B
$17.2K 0.01%
253
KRE icon
456
State Street SPDR S&P Regional Banking ETF
KRE
$4.11B
$17.2K 0.01%
290
SMLF icon
457
iShares US Small Cap Equity Factor ETF
SMLF
$3.96B
$17K 0.01%
250
COKE icon
458
Coca-Cola Consolidated
COKE
$12.2B
$16.7K 0.01%
150
+50
EMQQ icon
459
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$258M
$16.7K 0.01%
400
KDP icon
460
Keurig Dr Pepper
KDP
$42B
$16.5K 0.01%
+500
CI icon
461
Cigna
CI
$75.4B
$16.5K 0.01%
50
RF icon
462
Regions Financial
RF
$24.4B
$16.5K 0.01%
700
OUSA icon
463
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$730M
$16.4K 0.01%
303
DPG
464
Duff & Phelps Utility and Infrastructure Fund
DPG
$518M
$16.1K 0.01%
1,300
EMF
465
Templeton Emerging Markets Fund
EMF
$358M
$16K 0.01%
1,100
FSCO
466
FS Credit Opportunities Corp
FSCO
$1B
$16K 0.01%
2,200
CTVA icon
467
Corteva
CTVA
$51.7B
$15.9K 0.01%
213
INTU icon
468
Intuit
INTU
$73.6B
$15.8K 0.01%
20
-24
EBND icon
469
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$15.6K 0.01%
728
-37
PYPL icon
470
PayPal
PYPL
$37.1B
$15.5K 0.01%
208
MMM icon
471
3M
MMM
$83B
$15.2K 0.01%
100
IYH icon
472
iShares US Healthcare ETF
IYH
$3.09B
$15K 0.01%
265
+100
TQQQ icon
473
ProShares UltraPro QQQ
TQQQ
$36.7B
$14.9K 0.01%
360
AYI icon
474
Acuity Brands
AYI
$9.27B
$14.9K 0.01%
50
BTC
475
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$14.3K 0.01%
300
17 18
19
20 21