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

Top Buys

1
+$232K
2
+$195K
3
+$161K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$136K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$133K

Top Sells

1
+$9.56M
2
+$3.46M
3
+$3.24M
4
MA icon
Mastercard
MA
+$2.84M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.41M

Sector Composition

1 Technology 20.93%
2 Healthcare 10.05%
3 Financials 9.59%
4 Consumer Discretionary 6.79%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
+157
727
$6K ﹤0.01%
65
728
$6K ﹤0.01%
165
-16
729
$6K ﹤0.01%
312
730
$6K ﹤0.01%
37
731
$6K ﹤0.01%
100
732
$6K ﹤0.01%
250
733
$6K ﹤0.01%
130
734
$6K ﹤0.01%
48
735
$6K ﹤0.01%
272
736
$5K ﹤0.01%
500
737
$5K ﹤0.01%
125
738
$5K ﹤0.01%
240
739
$5K ﹤0.01%
52
-400
740
$5K ﹤0.01%
138
+2
741
$5K ﹤0.01%
36
742
$5K ﹤0.01%
200
-130
743
$5K ﹤0.01%
100
-57
744
$5K ﹤0.01%
21
745
$5K ﹤0.01%
+258
746
$5K ﹤0.01%
15
-237
747
$5K ﹤0.01%
137
748
$5K ﹤0.01%
500
749
$5K ﹤0.01%
400
750
$5K ﹤0.01%
470
28 29
30
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