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
601
$1K ﹤0.01%
50
602
$976 ﹤0.01%
55
603
$956 ﹤0.01%
46
-70
604
$955 ﹤0.01%
16
605
$950 ﹤0.01%
26
606
$878 ﹤0.01%
123
+3
607
$831 ﹤0.01%
21
608
$821 ﹤0.01%
19
609
$698 ﹤0.01%
100
610
$693 ﹤0.01%
68
611
$690 ﹤0.01%
34
612
$636 ﹤0.01%
50
613
$590 ﹤0.01%
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614
$580 ﹤0.01%
200
615
$559 ﹤0.01%
10
616
$553 ﹤0.01%
+11
617
$533 ﹤0.01%
9
618
$531 ﹤0.01%
7
619
$455 ﹤0.01%
62
620
$428 ﹤0.01%
10
621
$330 ﹤0.01%
10
622
$328 ﹤0.01%
8
623
$278 ﹤0.01%
19
624
$274 ﹤0.01%
10
625
$231 ﹤0.01%
4
23 24
25
26 27