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
701
$12K ﹤0.01%
+23
702
$12K ﹤0.01%
531
+5
703
$12K ﹤0.01%
303
704
$12K ﹤0.01%
+507
705
$12K ﹤0.01%
1,000
706
$12K ﹤0.01%
400
707
$12K ﹤0.01%
+360
708
$12K ﹤0.01%
+250
709
$12K ﹤0.01%
700
710
$12K ﹤0.01%
455
711
$12K ﹤0.01%
100
712
$12K ﹤0.01%
493
713
$11K ﹤0.01%
2,000
714
$11K ﹤0.01%
300
715
$11K ﹤0.01%
+500
716
$11K ﹤0.01%
200
717
$11K ﹤0.01%
121
718
$11K ﹤0.01%
300
719
$11K ﹤0.01%
300
720
$11K ﹤0.01%
1,000
721
$11K ﹤0.01%
269
722
$11K ﹤0.01%
+400
723
$11K ﹤0.01%
500
724
$10K ﹤0.01%
546
+32
725
$10K ﹤0.01%
500
27 28
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