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
26
$1.49M 0.74%
4,064
27
$1.48M 0.74%
21,218
-2,400
28
$1.46M 0.73%
3,401
+495
29
$1.42M 0.71%
8,798
-80
30
$1.36M 0.68%
26,983
+1,500
31
$1.32M 0.66%
63,135
-20,454
32
$1.32M 0.66%
13,969
-315
33
$1.31M 0.65%
11,103
+1
34
$1.3M 0.65%
105,342
-2,000
35
$1.28M 0.64%
7,654
+90
36
$1.24M 0.62%
12,847
37
$1.23M 0.62%
6,932
+500
38
$1.18M 0.59%
6,965
+193
39
$1.17M 0.59%
48,096
-200
40
$1.15M 0.57%
5,245
41
$1.12M 0.56%
4,095
-300
42
$1.11M 0.55%
10,831
43
$1.08M 0.54%
9,420
+2,100
44
$1.08M 0.54%
7,430
-75
45
$1.06M 0.53%
44,375
+4,124
46
$1.04M 0.52%
21,480
47
$1.04M 0.52%
11,070
48
$1.03M 0.52%
1,903
-25
49
$986K 0.49%
18,812
-112
50
$931K 0.47%
10,205
-660
1
2
3 4 5