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
$200M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$213K
3
+$200K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$181K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$153K

Top Sells

1
+$733K
2
+$429K
3
+$404K
4
ABR icon
Arbor Realty Trust
ABR
+$234K
5
DDOG icon
Datadog
DDOG
+$204K

Sector Composition

1 Technology 19.8%
2 Healthcare 12.26%
3 Financials 8.51%
4 Industrials 6.99%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13K 0.01%
835
577
$13K 0.01%
250
578
$13K 0.01%
1,210
579
$12K 0.01%
310
580
$12K 0.01%
+1,000
581
$12K 0.01%
+300
582
$12K 0.01%
88
583
$12K 0.01%
1,000
584
$12K 0.01%
303
585
$12K 0.01%
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586
$12K 0.01%
425
587
$12K 0.01%
+400
588
$12K 0.01%
492
589
$11K 0.01%
100
590
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61
591
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592
$11K 0.01%
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593
$11K 0.01%
275
594
$11K 0.01%
50
595
$11K 0.01%
3,430
-9,000
596
$11K 0.01%
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$10K 0.01%
113
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598
$10K 0.01%
300
599
$10K 0.01%
2,000
600
$10K 0.01%
300
22 23
24
25 26