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
751
$2K ﹤0.01%
12
752
$2K ﹤0.01%
55
753
$2K ﹤0.01%
101
754
$2K ﹤0.01%
100
755
$2K ﹤0.01%
25
756
$2K ﹤0.01%
400
757
$2K ﹤0.01%
240
758
$2K ﹤0.01%
17
759
$2K ﹤0.01%
11
760
$2K ﹤0.01%
500
761
$2K ﹤0.01%
27
762
$2K ﹤0.01%
500
763
$2K ﹤0.01%
+500
764
$1K ﹤0.01%
60
-81
765
$1K ﹤0.01%
470
766
$1K ﹤0.01%
20
767
$1K ﹤0.01%
1,000
768
$1K ﹤0.01%
35
769
$1K ﹤0.01%
50
770
$1K ﹤0.01%
68
771
$1K ﹤0.01%
12
772
$1K ﹤0.01%
26
773
$1K ﹤0.01%
9
774
$1K ﹤0.01%
50
775
$1K ﹤0.01%
50
29 30
31
32 33