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
51
$1.04M 0.41%
8,909
-518
52
$1.01M 0.39%
14,000
-300
53
$1.01M 0.39%
45,796
+4,000
54
$992K 0.39%
169,003
-3,700
55
$986K 0.38%
2,800
-50
56
$968K 0.38%
4,806
-165
57
$951K 0.37%
5,501
58
$951K 0.37%
2,675
59
$942K 0.37%
6,500
60
$940K 0.37%
4,545
61
$931K 0.36%
3,540
62
$909K 0.35%
2,284
-49
63
$885K 0.34%
2,580
64
$881K 0.34%
7,505
+145
65
$869K 0.34%
40,605
66
$854K 0.33%
5,223
+150
67
$849K 0.33%
39,580
68
$846K 0.33%
2,040
+45
69
$818K 0.32%
5,812
70
$812K 0.32%
7,744
-410
71
$811K 0.32%
2,200
72
$808K 0.31%
2,295
+171
73
$806K 0.31%
5,500
74
$789K 0.31%
6,708
+20
75
$778K 0.3%
5,605
1 2
3
4 5