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
$329M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$391K
3
+$368K
4
RTX icon
RTX Corp
RTX
+$353K
5
YUM icon
Yum! Brands
YUM
+$331K

Top Sells

1
+$647K
2
+$418K
3
+$326K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$306K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$291K

Sector Composition

1 Technology 24.68%
2 Healthcare 10.45%
3 Financials 10.4%
4 Consumer Discretionary 9.01%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
200
802
$4K ﹤0.01%
200
803
$4K ﹤0.01%
75
804
$4K ﹤0.01%
8
805
$4K ﹤0.01%
137
806
$4K ﹤0.01%
71
807
$4K ﹤0.01%
130
808
$3K ﹤0.01%
32
809
$3K ﹤0.01%
130
810
$3K ﹤0.01%
+48
811
$3K ﹤0.01%
120
812
$3K ﹤0.01%
+100
813
$3K ﹤0.01%
11
814
$3K ﹤0.01%
600
-800
815
$3K ﹤0.01%
42
+1
816
$3K ﹤0.01%
+176
817
$3K ﹤0.01%
200
818
$3K ﹤0.01%
100
819
$2K ﹤0.01%
+25
820
$2K ﹤0.01%
56
821
$2K ﹤0.01%
48
822
$2K ﹤0.01%
52
823
$2K ﹤0.01%
25
824
$2K ﹤0.01%
+13
825
$2K ﹤0.01%
16
31 32
33
34 35