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
501
$41K 0.02%
1,000
502
$41K 0.02%
115
503
$40K 0.02%
4,000
504
$40K 0.02%
103
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505
$40K 0.02%
450
506
$39K 0.02%
1,055
507
$39K 0.02%
1,000
508
$39K 0.02%
450
+50
509
$39K 0.02%
16,000
+8,000
510
$39K 0.02%
900
511
$38K 0.01%
300
512
$38K 0.01%
280
513
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650
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514
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2,026
515
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884
516
$37K 0.01%
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517
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900
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500
519
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520
$36K 0.01%
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521
$36K 0.01%
532
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$35K 0.01%
213
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523
$35K 0.01%
500
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524
$35K 0.01%
197
-1
525
$35K 0.01%
700
19 20
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