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
576
$2.9K ﹤0.01%
101
577
$2.89K ﹤0.01%
100
578
$2.68K ﹤0.01%
88
-50
579
$2.51K ﹤0.01%
240
580
$2.42K ﹤0.01%
168
-30
581
$2.38K ﹤0.01%
65
582
$2.31K ﹤0.01%
150
583
$2.28K ﹤0.01%
56
584
$2.13K ﹤0.01%
120
585
$2.12K ﹤0.01%
25
586
$2.07K ﹤0.01%
3,000
587
$2.02K ﹤0.01%
25
588
$1.98K ﹤0.01%
50
589
$1.94K ﹤0.01%
52
590
$1.94K ﹤0.01%
25
591
$1.93K ﹤0.01%
33
-42
592
$1.82K ﹤0.01%
12
593
$1.64K ﹤0.01%
55
594
$1.52K ﹤0.01%
5
595
$1.45K ﹤0.01%
25
596
$1.41K ﹤0.01%
40
-100
597
$1.38K ﹤0.01%
40
598
$1.35K ﹤0.01%
50
599
$1.31K ﹤0.01%
50
600
$1.04K ﹤0.01%
60
22 23
24
25 26