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
$329M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$391K
3
+$368K
4
RTX icon
RTX Corp
RTX
+$353K
5
YUM icon
Yum! Brands
YUM
+$331K

Top Sells

1
+$647K
2
+$418K
3
+$326K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$291K

Sector Composition

1 Technology 24.68%
2 Healthcare 10.45%
3 Financials 10.4%
4 Consumer Discretionary 9.01%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$27K 0.01%
1,720
577
$27K 0.01%
1,000
578
$27K 0.01%
550
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400
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$27K 0.01%
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$27K 0.01%
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582
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133
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585
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586
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587
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588
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591
$26K 0.01%
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592
$25K 0.01%
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593
$25K 0.01%
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$24K 0.01%
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600
$24K 0.01%
800
22 23
24
25 26