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
626
$8K ﹤0.01%
360
627
$8K ﹤0.01%
300
+100
628
$8K ﹤0.01%
112
629
$8K ﹤0.01%
161
630
$8K ﹤0.01%
+360
631
$7K ﹤0.01%
+1,000
632
$7K ﹤0.01%
125
633
$7K ﹤0.01%
150
-1,100
634
$7K ﹤0.01%
350
635
$7K ﹤0.01%
220
-60
636
$7K ﹤0.01%
65
637
$7K ﹤0.01%
25
638
$7K ﹤0.01%
250
639
$7K ﹤0.01%
4,056
640
$7K ﹤0.01%
1,395
641
$7K ﹤0.01%
119
642
$7K ﹤0.01%
1,000
643
$7K ﹤0.01%
261
644
$7K ﹤0.01%
375
645
$6K ﹤0.01%
230
646
$6K ﹤0.01%
600
647
$6K ﹤0.01%
300
648
$6K ﹤0.01%
500
649
$6K ﹤0.01%
123
650
$6K ﹤0.01%
45
24 25
26
27 28