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
726
$3K ﹤0.01%
276
-43
727
$3K ﹤0.01%
25
728
$3K ﹤0.01%
120
729
$3K ﹤0.01%
100
-1,000
730
$3K ﹤0.01%
400
731
$3K ﹤0.01%
100
732
$3K ﹤0.01%
58
733
$3K ﹤0.01%
300
734
$3K ﹤0.01%
100
735
$3K ﹤0.01%
35
736
$3K ﹤0.01%
85
737
$3K ﹤0.01%
200
738
$3K ﹤0.01%
32
-5
739
$3K ﹤0.01%
42
740
$3K ﹤0.01%
104
741
$3K ﹤0.01%
25
742
$3K ﹤0.01%
400
743
$3K ﹤0.01%
160
744
$2K ﹤0.01%
150
745
$2K ﹤0.01%
40
746
$2K ﹤0.01%
12
747
$2K ﹤0.01%
50
748
$2K ﹤0.01%
56
-255
749
$2K ﹤0.01%
155
-7
750
$2K ﹤0.01%
39
28 29
30
31 32