OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+8.58%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$337M
AUM Growth
+$20.2M
(+6.4%)
Cap. Flow
-$3.57M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
21.33%
Holding
1,054
New
52
Increased
175
Reduced
236
Closed
92
Top Buys
| 1 |
Truist Financial
TFC
|
+$1.29M |
| 2 |
GSK
GSK
|
+$556K |
| 3 |
DSL
DoubleLine Income Solutions Fund
DSL
|
+$468K |
| 4 |
AT&T
T
|
+$458K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$400K |
Top Sells
| 1 |
Adobe
ADBE
|
+$2.87M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$1.29M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$584K |
| 4 |
Apple
AAPL
|
+$373K |
| 5 |
Lam Research
LRCX
|
+$351K |
Sector Composition
| 1 | Technology | 18.19% |
| 2 | Financials | 10.91% |
| 3 | Healthcare | 10.35% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.32% |
