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
$237M
AUM Growth
-$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$228K
2
+$197K
3
+$154K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$136K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$133K

Top Sells

1
+$9.19M
2
+$3.35M
3
+$2.97M
4
MA icon
Mastercard
MA
+$2.71M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.33M

Sector Composition

1 Technology 20.95%
2 Healthcare 10.05%
3 Financials 9.58%
4 Consumer Discretionary 6.79%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8K ﹤0.01%
156
702
$8K ﹤0.01%
+15
703
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45
704
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+500
705
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706
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707
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708
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500
709
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+83
710
$7K ﹤0.01%
152
711
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+52
712
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101
713
$7K ﹤0.01%
100
-1,499
714
$7K ﹤0.01%
+64
715
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+60
716
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118
+1
717
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1,000
718
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719
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721
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850
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722
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400
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723
$6K ﹤0.01%
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724
$6K ﹤0.01%
65
725
$6K ﹤0.01%
165
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