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
201
$171K 0.09%
6,000
202
$169K 0.08%
1,839
203
$169K 0.08%
1,650
-1,200
204
$167K 0.08%
1,875
+1,225
205
$166K 0.08%
3,220
206
$165K 0.08%
850
207
$165K 0.08%
1,450
208
$165K 0.08%
1,400
-25
209
$164K 0.08%
2,325
210
$164K 0.08%
9,375
211
$163K 0.08%
1,435
+200
212
$162K 0.08%
4,550
213
$162K 0.08%
27,300
-1,000
214
$160K 0.08%
53,991
215
$158K 0.08%
884
216
$157K 0.08%
10,725
-1,700
217
$157K 0.08%
1,050
218
$157K 0.08%
1,500
219
$155K 0.08%
9,955
-700
220
$154K 0.08%
1,935
221
$153K 0.08%
13,725
-180
222
$153K 0.08%
675
223
$153K 0.08%
2,146
+362
224
$152K 0.08%
+6,700
225
$152K 0.08%
2,800
7 8
9
10 11