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
126
$345K 0.17%
10,488
127
$344K 0.17%
22,498
+750
128
$336K 0.17%
8,241
-4
129
$336K 0.17%
3,850
130
$335K 0.17%
3,050
-490
131
$324K 0.16%
3,700
-300
132
$323K 0.16%
10,048
133
$320K 0.16%
14,300
134
$319K 0.16%
6,600
+1,648
135
$318K 0.16%
2,224
-100
136
$316K 0.16%
5,035
-200
137
$315K 0.16%
3,314
138
$312K 0.16%
6,207
+92
139
$309K 0.15%
3,976
140
$306K 0.15%
175
-9
141
$306K 0.15%
6,760
142
$306K 0.15%
9,918
143
$304K 0.15%
3,550
+1,525
144
$296K 0.15%
3,600
145
$294K 0.15%
1,691
-3
146
$292K 0.15%
900
147
$291K 0.15%
705
148
$290K 0.15%
2,560
149
$290K 0.15%
3,300
150
$285K 0.14%
24,801
4 5
6
7 8