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
276
$152K 0.06%
763
+5
277
$151K 0.06%
346
-49
278
$150K 0.06%
2,200
-500
279
$150K 0.06%
1,293
280
$149K 0.06%
5,816
+28
281
$148K 0.06%
1,765
282
$147K 0.06%
2,684
283
$146K 0.06%
3,393
-100
284
$146K 0.06%
+6,200
285
$144K 0.06%
1,835
286
$144K 0.06%
107
+7
287
$143K 0.06%
3,230
+1
288
$143K 0.06%
2,976
289
$141K 0.05%
2,625
+1,312
290
$140K 0.05%
2,663
291
$140K 0.05%
850
292
$138K 0.05%
+1,950
293
$137K 0.05%
1,000
294
$136K 0.05%
+2,100
295
$135K 0.05%
2,500
296
$134K 0.05%
325
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297
$134K 0.05%
3,200
298
$134K 0.05%
5,800
299
$133K 0.05%
2,190
300
$132K 0.05%
8,000
+3,000
10 11
12
13 14