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
551
$29K 0.01%
125
552
$29K 0.01%
100
553
$28K 0.01%
600
-336
554
$27K 0.01%
402
555
$27K 0.01%
+150
556
$27K 0.01%
217
557
$27K 0.01%
1,000
558
$26K 0.01%
255
559
$26K 0.01%
712
560
$26K 0.01%
429
561
$26K 0.01%
2,000
562
$26K 0.01%
4,000
563
$25K 0.01%
100
564
$25K 0.01%
300
565
$25K 0.01%
150
566
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567
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$25K 0.01%
380
569
$24K 0.01%
500
570
$24K 0.01%
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$24K 0.01%
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573
$24K 0.01%
1,000
574
$23K 0.01%
267
-16
575
$23K 0.01%
500
21 22
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