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
651
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200
-100
652
$17K 0.01%
2,400
653
$17K 0.01%
1,000
654
$17K 0.01%
804
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655
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500
656
$16K ﹤0.01%
282
657
$16K ﹤0.01%
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658
$16K ﹤0.01%
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-1,000
659
$16K ﹤0.01%
508
660
$16K ﹤0.01%
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661
$16K ﹤0.01%
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662
$16K ﹤0.01%
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663
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100
664
$15K ﹤0.01%
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$15K ﹤0.01%
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669
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600
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$14K ﹤0.01%
2,684
-25,264
673
$14K ﹤0.01%
322
+300
674
$14K ﹤0.01%
400
-800
675
$14K ﹤0.01%
654
25 26
27
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