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

Top Buys

1
+$228K
2
+$197K
3
+$154K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$136K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$133K

Top Sells

1
+$9.19M
2
+$3.35M
3
+$2.97M
4
MA icon
Mastercard
MA
+$2.71M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.33M

Sector Composition

1 Technology 20.95%
2 Healthcare 10.05%
3 Financials 9.58%
4 Consumer Discretionary 6.79%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3K ﹤0.01%
62
-63
777
$3K ﹤0.01%
25
778
$3K ﹤0.01%
+35
779
$3K ﹤0.01%
48
780
$3K ﹤0.01%
52
781
$3K ﹤0.01%
110
782
$3K ﹤0.01%
300
783
$3K ﹤0.01%
150
784
$3K ﹤0.01%
+1,000
785
$3K ﹤0.01%
17
786
$3K ﹤0.01%
11
787
$3K ﹤0.01%
160
788
$2K ﹤0.01%
12
789
$2K ﹤0.01%
56
790
$2K ﹤0.01%
12
-250
791
$2K ﹤0.01%
39
792
$2K ﹤0.01%
12
793
$2K ﹤0.01%
55
794
$2K ﹤0.01%
100
795
$2K ﹤0.01%
25
796
$2K ﹤0.01%
50
797
$2K ﹤0.01%
100
798
$2K ﹤0.01%
240
799
$2K ﹤0.01%
50
800
$2K ﹤0.01%
26
30 31
32
33 34