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
376
$80K 0.03%
1,200
377
$79K 0.03%
1,215
-300
378
$79K 0.03%
1,203
-149
379
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1,168
380
$79K 0.03%
300
+100
381
$78K 0.03%
300
382
$78K 0.03%
650
383
$78K 0.03%
2,650
384
$78K 0.03%
700
385
$77K 0.03%
3,500
386
$77K 0.03%
2,130
387
$77K 0.03%
900
388
$75K 0.03%
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-383
389
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390
$72K 0.03%
1,500
391
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392
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393
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394
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396
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397
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280
399
$70K 0.03%
567
400
$69K 0.03%
20,000
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16
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