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
726
$10K ﹤0.01%
190
-325
727
$10K ﹤0.01%
300
728
$10K ﹤0.01%
1,500
729
$10K ﹤0.01%
870
-1,000
730
$10K ﹤0.01%
94
-231
731
$10K ﹤0.01%
67
732
$10K ﹤0.01%
30
733
$10K ﹤0.01%
393
734
$9K ﹤0.01%
+450
735
$9K ﹤0.01%
+1,000
736
$9K ﹤0.01%
225
737
$9K ﹤0.01%
35
738
$9K ﹤0.01%
360
739
$9K ﹤0.01%
155
740
$9K ﹤0.01%
282
741
$9K ﹤0.01%
+125
742
$9K ﹤0.01%
50
743
$9K ﹤0.01%
261
744
$8K ﹤0.01%
+50
745
$8K ﹤0.01%
350
746
$8K ﹤0.01%
50
747
$8K ﹤0.01%
120
748
$8K ﹤0.01%
+300
749
$8K ﹤0.01%
100
750
$8K ﹤0.01%
827
28 29
30
31 32