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
451
$55K 0.02%
2,000
452
$55K 0.02%
650
453
$54K 0.02%
700
454
$53K 0.02%
1,815
455
$53K 0.02%
168
456
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1,180
-484
457
$52K 0.02%
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-3,000
458
$52K 0.02%
1,000
459
$51K 0.02%
1,650
460
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12,000
461
$51K 0.02%
272
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462
$49K 0.02%
447
463
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454
+19
464
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13,000
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465
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2,500
466
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625
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467
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468
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469
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$48K 0.02%
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471
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472
$47K 0.02%
200
473
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193
474
$47K 0.02%
2,800
475
$47K 0.02%
+15,000
17 18
19
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