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
26
$1.82M 0.71%
10,931
27
$1.82M 0.71%
97,999
-14,970
28
$1.82M 0.71%
7,212
-250
29
$1.81M 0.71%
24,961
-657
30
$1.76M 0.69%
117,316
-267
31
$1.71M 0.67%
5,590
-665
32
$1.59M 0.62%
30,674
-2,450
33
$1.55M 0.6%
23,230
-2,500
34
$1.51M 0.59%
11,070
-650
35
$1.49M 0.58%
6,704
+67
36
$1.48M 0.57%
23,662
-2,393
37
$1.41M 0.55%
10,865
-450
38
$1.37M 0.53%
14,950
+50
39
$1.35M 0.53%
11,042
-897
40
$1.33M 0.52%
7,679
+138
41
$1.31M 0.51%
4,370
+100
42
$1.29M 0.5%
1,928
43
$1.28M 0.5%
23,703
-652
44
$1.2M 0.47%
20,243
-200
45
$1.18M 0.46%
6,916
+134
46
$1.15M 0.45%
13,410
47
$1.13M 0.44%
4,575
-125
48
$1.08M 0.42%
2,835
49
$1.08M 0.42%
7,320
50
$1.07M 0.42%
40,156
-223
1
2
3 4 5