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
551
$5.8K ﹤0.01%
350
552
$5.78K ﹤0.01%
658
+6
553
$5.69K ﹤0.01%
270
554
$5.47K ﹤0.01%
148
555
$5.2K ﹤0.01%
300
-195
556
$5.17K ﹤0.01%
56
557
$4.84K ﹤0.01%
250
-1,000
558
$4.54K ﹤0.01%
500
559
$4.49K ﹤0.01%
266
560
$4.4K ﹤0.01%
+238
561
$4.38K ﹤0.01%
124
562
$4.2K ﹤0.01%
108
563
$4.05K ﹤0.01%
50
564
$4.05K ﹤0.01%
1,000
565
$4K ﹤0.01%
20,000
566
$3.93K ﹤0.01%
100
567
$3.78K ﹤0.01%
2,000
568
$3.67K ﹤0.01%
100
569
$3.65K ﹤0.01%
100
570
$3.17K ﹤0.01%
25
571
$3.16K ﹤0.01%
50
572
$3.14K ﹤0.01%
2
-15
573
$3.12K ﹤0.01%
75
574
$3.01K ﹤0.01%
1,000
575
$3K ﹤0.01%
+120
21 22
23
24 25