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
351
$92K 0.04%
406
352
$92K 0.04%
572
-100
353
$90K 0.04%
3,606
354
$90K 0.04%
2,100
355
$89K 0.03%
2,253
356
$89K 0.03%
862
+15
357
$89K 0.03%
1,015
358
$88K 0.03%
20,000
359
$88K 0.03%
568
360
$88K 0.03%
1,200
361
$88K 0.03%
2,000
+1,000
362
$86K 0.03%
420
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363
$86K 0.03%
1,465
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364
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365
$86K 0.03%
1,283
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366
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700
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367
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351
368
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1,134
369
$84K 0.03%
725
370
$84K 0.03%
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371
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180
372
$83K 0.03%
2,600
373
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900
374
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+925
375
$81K 0.03%
3,900
13 14
15
16 17