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
651
$6K ﹤0.01%
52
+1
652
$6K ﹤0.01%
300
653
$6K ﹤0.01%
250
654
$6K ﹤0.01%
83
655
$6K ﹤0.01%
+100
656
$6K ﹤0.01%
+135
657
$6K ﹤0.01%
100
+50
658
$6K ﹤0.01%
200
-650
659
$6K ﹤0.01%
212
660
$6K ﹤0.01%
100
661
$6K ﹤0.01%
126
662
$6K ﹤0.01%
110
663
$5K ﹤0.01%
255
664
$5K ﹤0.01%
400
665
$5K ﹤0.01%
500
666
$5K ﹤0.01%
+110
667
$5K ﹤0.01%
124
-1
668
$5K ﹤0.01%
240
669
$5K ﹤0.01%
248
+228
670
$5K ﹤0.01%
148
671
$5K ﹤0.01%
153
+2
672
$5K ﹤0.01%
36
673
$5K ﹤0.01%
266
674
$5K ﹤0.01%
91
675
$5K ﹤0.01%
1,050
25 26
27
28 29