OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
896
New
Increased
Reduced
Closed

Top Buys

1 +$275K
2 +$247K
3 +$217K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$183K
5
GLNG icon
Golar LNG
GLNG
+$160K

Top Sells

1 +$733K
2 +$476K
3 +$408K
4
ABR icon
Arbor Realty Trust
ABR
+$286K
5
DDOG icon
Datadog
DDOG
+$204K

Sector Composition

1 Technology 19.79%
2 Healthcare 12.26%
3 Financials 8.52%
4 Industrials 6.99%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$5K ﹤0.01%
255
677
$5K ﹤0.01%
400
678
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500
679
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+110
680
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-1
681
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240
682
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248
+228
683
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153
+2
684
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36
685
$5K ﹤0.01%
266
686
$5K ﹤0.01%
91
687
$5K ﹤0.01%
1,050
688
$5K ﹤0.01%
400
689
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+43
690
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+78
691
$5K ﹤0.01%
+92
692
$5K ﹤0.01%
+150
693
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+140
694
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+255
695
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+25
696
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+115
697
$4K ﹤0.01%
200
698
$4K ﹤0.01%
24
699
$4K ﹤0.01%
+50
700
$4K ﹤0.01%
200