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
776
$1K ﹤0.01%
40
777
$1K ﹤0.01%
150
-1,000
778
$1K ﹤0.01%
34
779
$1K ﹤0.01%
16
780
$1K ﹤0.01%
50
781
$1K ﹤0.01%
12
782
$1K ﹤0.01%
200
-800
783
$1K ﹤0.01%
12
784
$1K ﹤0.01%
+2
785
$1K ﹤0.01%
5
786
$1K ﹤0.01%
17
787
$1K ﹤0.01%
40
788
$1K ﹤0.01%
+55
789
$1K ﹤0.01%
8
790
$1K ﹤0.01%
68
791
$1K ﹤0.01%
50
792
$1K ﹤0.01%
300
+100
793
$1K ﹤0.01%
100
794
– –
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795
– –
-75
796
– –
-300
797
– –
-225
798
$0 ﹤0.01%
+10
799
$0 ﹤0.01%
100
800
– –
-200
30 31
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