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
701
$7K ﹤0.01%
500
702
$7K ﹤0.01%
100
-600
703
$7K ﹤0.01%
52
704
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200
705
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+126
706
$7K ﹤0.01%
1,050
+200
707
$7K ﹤0.01%
+400
708
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300
+100
709
$7K ﹤0.01%
130
710
$7K ﹤0.01%
104
+100
711
$7K ﹤0.01%
375
-1,060
712
$6K ﹤0.01%
400
713
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125
714
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715
$6K ﹤0.01%
400
716
$6K ﹤0.01%
300
+100
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65
718
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719
$6K ﹤0.01%
312
720
$6K ﹤0.01%
21
721
$6K ﹤0.01%
300
722
$6K ﹤0.01%
48
723
$6K ﹤0.01%
200
724
$6K ﹤0.01%
600
725
$6K ﹤0.01%
20,000
27 28
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