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
601
$19K 0.01%
600
602
$19K 0.01%
250
-200
603
$19K 0.01%
800
604
$18K 0.01%
150
605
$18K 0.01%
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606
$18K 0.01%
1,000
607
$18K 0.01%
699
+1
608
$18K 0.01%
1,000
609
$18K 0.01%
864
610
$18K 0.01%
600
611
$17K 0.01%
400
612
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613
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614
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615
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616
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617
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618
$16K 0.01%
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619
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$16K 0.01%
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$16K 0.01%
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623
$16K 0.01%
425
624
$16K 0.01%
618
625
$15K 0.01%
310
23 24
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