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
476
$15.3K 0.01%
800
477
$15.2K 0.01%
290
478
$15.1K 0.01%
125
-40
479
$14.5K 0.01%
200
-752
480
$14.3K 0.01%
28
481
$14K 0.01%
1,000
482
$14K 0.01%
303
483
$13.9K 0.01%
103
484
$13.7K 0.01%
100
485
$13.6K 0.01%
700
486
$13.2K 0.01%
265
+2
487
$13.2K 0.01%
1,000
488
$13.2K 0.01%
700
489
$13K 0.01%
300
490
$13K 0.01%
+4,000
491
$12.9K 0.01%
1,568
-800
492
$12.6K 0.01%
50
493
$12.6K 0.01%
200
494
$12.5K 0.01%
200
495
$12.5K 0.01%
630
496
$12.3K 0.01%
400
-183
497
$12.3K 0.01%
168
498
$12.3K 0.01%
579
+50
499
$12.2K 0.01%
1,000
500
$11.9K 0.01%
200
18 19
20
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