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
826
$2K ﹤0.01%
+125
827
$2K ﹤0.01%
200
828
$2K ﹤0.01%
100
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%
66
834
$2K ﹤0.01%
+300
835
$2K ﹤0.01%
250
836
$2K ﹤0.01%
+57
837
$2K ﹤0.01%
3,000
-100
838
$2K ﹤0.01%
75
839
$1K ﹤0.01%
100
840
$1K ﹤0.01%
123
841
$1K ﹤0.01%
22
842
$1K ﹤0.01%
+1
843
$1K ﹤0.01%
68
844
$1K ﹤0.01%
12
-12
845
$1K ﹤0.01%
35
846
$1K ﹤0.01%
62
847
$1K ﹤0.01%
50
848
$1K ﹤0.01%
55
849
$1K ﹤0.01%
8
850
$1K ﹤0.01%
+20
32 33
34
35 36