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
651
$13K 0.01%
100
652
$13K 0.01%
1,000
653
$13K 0.01%
85
654
$13K 0.01%
168
655
$13K 0.01%
250
656
$12K ﹤0.01%
200
+100
657
$12K ﹤0.01%
810
658
$12K ﹤0.01%
201
659
$12K ﹤0.01%
+649
660
$12K ﹤0.01%
396
-311
661
$12K ﹤0.01%
575
662
$12K ﹤0.01%
129
+100
663
$12K ﹤0.01%
85
664
$12K ﹤0.01%
1,000
665
$12K ﹤0.01%
835
666
$12K ﹤0.01%
455
667
$12K ﹤0.01%
492
668
$11K ﹤0.01%
50
669
$11K ﹤0.01%
300
670
$11K ﹤0.01%
50
671
$11K ﹤0.01%
100
672
$11K ﹤0.01%
+1,000
673
$11K ﹤0.01%
400
674
$10K ﹤0.01%
300
675
$10K ﹤0.01%
39
+14
25 26
27
28 29