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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Sells

1 +$1.24M
2 +$1.08M
3 +$881K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$815K
5
COST icon
Costco
COST
+$480K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$18.4K 0.01%
8,000
502
$18.4K 0.01%
1,000
503
$18.3K 0.01%
1,000
504
$18.1K 0.01%
1,000
505
$18.1K 0.01%
800
506
$18K 0.01%
2,000
507
$17.8K 0.01%
215
508
$17.8K 0.01%
100
509
$17.1K 0.01%
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$17K 0.01%
1,500
511
$17K 0.01%
+300
512
$17K 0.01%
1,000
513
$16.7K 0.01%
400
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$16.4K 0.01%
200
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$16.4K 0.01%
30
516
$16.3K 0.01%
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517
$16.2K 0.01%
350
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$16.1K 0.01%
1,600
519
$15.9K 0.01%
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$15.8K 0.01%
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$15.7K 0.01%
205
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$15.3K 0.01%
86
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$15.1K 0.01%
200
524
$15.1K 0.01%
700
525
$14.9K 0.01%
704