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
401
$69K 0.03%
3,764
+200
402
$69K 0.03%
1,500
403
$69K 0.03%
+600
404
$68K 0.03%
750
405
$67K 0.03%
2,200
406
$67K 0.03%
1,605
407
$67K 0.03%
600
408
$67K 0.03%
400
409
$66K 0.03%
700
410
$66K 0.03%
445
-2
411
$65K 0.03%
720
412
$65K 0.03%
3,000
413
$64K 0.02%
475
414
$64K 0.02%
700
-200
415
$63K 0.02%
4,300
416
$63K 0.02%
6,200
417
$63K 0.02%
950
418
$63K 0.02%
4,300
+4,050
419
$63K 0.02%
351
420
$63K 0.02%
500
421
$63K 0.02%
3,000
422
$62K 0.02%
351
423
$62K 0.02%
250
424
$62K 0.02%
3,700
425
$62K 0.02%
1,992
-455
15 16
17
18 19