OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+11.09%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$257M
AUM Growth
+$19.6M
(+8.3%)
Cap. Flow
-$3.09M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
27.61%
Holding
882
New
41
Increased
123
Reduced
147
Closed
42
Top Buys
| 1 |
Moderna
MRNA
|
+$558K |
| 2 |
VanEck Intermediate Muni ETF
ITM
|
+$513K |
| 3 |
PayPal
PYPL
|
+$245K |
| 4 |
Truist Financial
TFC
|
+$155K |
| 5 |
FLEX LNG
FLNG
|
+$146K |
Top Sells
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$703K |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$528K |
| 3 |
Apple
AAPL
|
+$476K |
| 4 |
US Bancorp
USB
|
+$346K |
| 5 |
AT&T
T
|
+$278K |
Sector Composition
| 1 | Technology | 22.81% |
| 2 | Healthcare | 10.61% |
| 3 | Financials | 8.91% |
| 4 | Consumer Discretionary | 6.89% |
| 5 | Industrials | 6.37% |
