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
526
$34K 0.01%
1,000
527
$34K 0.01%
325
-675
528
$34K 0.01%
1,309
+11
529
$34K 0.01%
1,293
530
$33K 0.01%
141
531
$33K 0.01%
150
532
$33K 0.01%
750
533
$33K 0.01%
315
534
$33K 0.01%
1,100
-1,199
535
$33K 0.01%
2,500
536
$32K 0.01%
185
+168
537
$32K 0.01%
750
538
$32K 0.01%
839
539
$32K 0.01%
560
540
$32K 0.01%
2,300
541
$31K 0.01%
600
542
$31K 0.01%
1,000
543
$31K 0.01%
400
544
$31K 0.01%
1,915
+43
545
$31K 0.01%
83
546
$31K 0.01%
1,745
+25
547
$30K 0.01%
1,000
548
$30K 0.01%
100
549
$30K 0.01%
500
550
$30K 0.01%
2,400
20 21
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