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
526
$8.16K ﹤0.01%
250
527
$8.1K ﹤0.01%
748
-310
528
$8.07K ﹤0.01%
1,000
529
$7.96K ﹤0.01%
17
530
$7.86K ﹤0.01%
100
531
$7.81K ﹤0.01%
150
-4
532
$7.77K ﹤0.01%
190
533
$7.76K ﹤0.01%
124
+1
534
$7.48K ﹤0.01%
111
535
$7.46K ﹤0.01%
750
-445
536
$7.32K ﹤0.01%
4,056
537
$7.04K ﹤0.01%
65
538
$6.89K ﹤0.01%
312
539
$6.85K ﹤0.01%
200
540
$6.72K ﹤0.01%
2,000
541
$6.71K ﹤0.01%
360
542
$6.58K ﹤0.01%
21
543
$6.49K ﹤0.01%
50
544
$6.45K ﹤0.01%
80
545
$6.21K ﹤0.01%
40
546
$5.96K ﹤0.01%
+60
547
$5.87K ﹤0.01%
500
548
$5.85K ﹤0.01%
43
-880
549
$5.84K ﹤0.01%
200
550
$5.81K ﹤0.01%
202
20 21
22
23 24