OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
+$358K
2
+$340K
3
+$325K
4
YUM icon
Yum! Brands
YUM
+$311K
5
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$301K

Top Sells

1
+$587K
2
+$415K
3
+$293K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$291K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$287K

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
826
$2K ﹤0.01%
16
827
$2K ﹤0.01%
+125
828
$2K ﹤0.01%
200
829
$2K ﹤0.01%
240
-500
830
$2K ﹤0.01%
50
-300
831
$2K ﹤0.01%
10
832
$2K ﹤0.01%
27
-5
833
$2K ﹤0.01%
75
834
$2K ﹤0.01%
66
835
$2K ﹤0.01%
+300
836
$2K ﹤0.01%
250
837
$2K ﹤0.01%
+57
838
$2K ﹤0.01%
3,000
-100
839
$1K ﹤0.01%
41
840
$1K ﹤0.01%
60
841
$1K ﹤0.01%
26
842
$1K ﹤0.01%
12
-12
843
$1K ﹤0.01%
50
844
$1K ﹤0.01%
+12
845
$1K ﹤0.01%
50
846
$1K ﹤0.01%
27
847
$1K ﹤0.01%
+20
848
$1K ﹤0.01%
8
849
$1K ﹤0.01%
55
850
$1K ﹤0.01%
50
32 33
34
35 36