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
701
$4K ﹤0.01%
50
702
$4K ﹤0.01%
105
+1
703
$4K ﹤0.01%
75
-348
704
$4K ﹤0.01%
116
705
$4K ﹤0.01%
+240
706
$4K ﹤0.01%
21
707
$4K ﹤0.01%
100
708
$4K ﹤0.01%
+105
709
$4K ﹤0.01%
2,000
710
$4K ﹤0.01%
1,060
-18,940
711
$4K ﹤0.01%
25
712
$4K ﹤0.01%
100
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129
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119
715
$4K ﹤0.01%
137
716
$4K ﹤0.01%
+840
717
$4K ﹤0.01%
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$4K ﹤0.01%
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719
$4K ﹤0.01%
30
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720
$3K ﹤0.01%
200
721
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32
722
$3K ﹤0.01%
100
723
$3K ﹤0.01%
52
724
$3K ﹤0.01%
150
725
$3K ﹤0.01%
44
27 28
29
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