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
$329M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$391K
3
+$368K
4
RTX icon
RTX Corp
RTX
+$353K
5
YUM icon
Yum! Brands
YUM
+$331K

Top Sells

1
+$647K
2
+$418K
3
+$326K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$291K

Sector Composition

1 Technology 24.68%
2 Healthcare 10.45%
3 Financials 10.4%
4 Consumer Discretionary 9.01%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$43K 0.01%
+300
502
$43K 0.01%
1,200
503
$43K 0.01%
4,400
504
$42K 0.01%
1,640
-1,258
505
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506
$42K 0.01%
788
507
$41K 0.01%
3,500
508
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35
509
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712
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510
$41K 0.01%
6,500
511
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2,172
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512
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516
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208
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514
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515
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300
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516
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517
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519
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521
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450
522
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600
523
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1,060
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524
$38K 0.01%
1,215
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525
$38K 0.01%
621
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19 20
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22 23