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
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$513K
3
+$245K
4
TFC icon
Truist Financial
TFC
+$155K
5
FLNG icon
FLEX LNG
FLNG
+$146K

Top Sells

1
+$703K
2
+$528K
3
+$476K
4
USB icon
US Bancorp
USB
+$346K
5
T icon
AT&T
T
+$278K

Sector Composition

1 Technology 22.81%
2 Healthcare 10.61%
3 Financials 8.91%
4 Consumer Discretionary 6.89%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$198K 0.08%
1,450
227
$196K 0.08%
3,969
228
$195K 0.08%
1,100
229
$194K 0.08%
53,991
230
$190K 0.07%
1,750
231
$190K 0.07%
1,850
232
$189K 0.07%
4,030
-226
233
$188K 0.07%
1,947
+40
234
$187K 0.07%
3,075
235
$186K 0.07%
610
236
$186K 0.07%
1,622
237
$185K 0.07%
850
238
$184K 0.07%
4,000
239
$184K 0.07%
2,100
240
$184K 0.07%
710
-53
241
$184K 0.07%
884
242
$184K 0.07%
2,550
243
$183K 0.07%
6,000
+2,000
244
$182K 0.07%
3,134
-400
245
$182K 0.07%
4,900
246
$181K 0.07%
2,000
247
$180K 0.07%
2,050
248
$180K 0.07%
5,177
249
$180K 0.07%
2,910
+400
250
$180K 0.07%
2,399
8 9
10
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