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
501
$11.8K 0.01%
1,000
502
$11.1K 0.01%
66
503
$11.1K 0.01%
180
504
$10.8K 0.01%
280
505
$10.7K 0.01%
604
506
$10.7K 0.01%
1,200
507
$10.6K 0.01%
+417
508
$10.5K 0.01%
1,000
509
$10.5K 0.01%
300
510
$10.4K 0.01%
212
511
$10.2K 0.01%
50
512
$10.2K 0.01%
42
-118
513
$10.2K 0.01%
213
514
$9.59K ﹤0.01%
343
-401
515
$9.45K ﹤0.01%
165
-1,500
516
$9.28K ﹤0.01%
393
517
$9.15K ﹤0.01%
111
-27
518
$9.03K ﹤0.01%
25
519
$8.89K ﹤0.01%
+99
520
$8.88K ﹤0.01%
61
-25
521
$8.85K ﹤0.01%
+1,000
522
$8.82K ﹤0.01%
200
523
$8.78K ﹤0.01%
520
524
$8.74K ﹤0.01%
113
525
$8.53K ﹤0.01%
100
-2
19 20
21
22 23