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
426
$61K 0.02%
1,217
427
$61K 0.02%
838
-400
428
$61K 0.02%
1,400
429
$60K 0.02%
1,121
430
$60K 0.02%
2,215
431
$60K 0.02%
1,200
432
$59K 0.02%
+2,000
433
$59K 0.02%
700
434
$58K 0.02%
205
-75
435
$58K 0.02%
1,053
+15
436
$58K 0.02%
500
437
$58K 0.02%
12,860
+3,430
438
$58K 0.02%
3,419
-800
439
$57K 0.02%
+792
440
$57K 0.02%
704
441
$57K 0.02%
750
442
$56K 0.02%
1,000
443
$56K 0.02%
87
444
$56K 0.02%
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-400
445
$56K 0.02%
250
446
$56K 0.02%
200
447
$56K 0.02%
+900
448
$56K 0.02%
500
449
$56K 0.02%
300
450
$56K 0.02%
150
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