OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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 22.8%
2 Healthcare 10.61%
3 Financials 8.92%
4 Consumer Discretionary 6.89%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4K ﹤0.01%
42
752
$4K ﹤0.01%
152
753
$4K ﹤0.01%
+120
754
$4K ﹤0.01%
50
755
$4K ﹤0.01%
176
756
$4K ﹤0.01%
130
757
$3K ﹤0.01%
32
758
$3K ﹤0.01%
470
759
$3K ﹤0.01%
52
760
$3K ﹤0.01%
150
761
$3K ﹤0.01%
1,000
762
$3K ﹤0.01%
500
763
$3K ﹤0.01%
8
764
$3K ﹤0.01%
160
765
$3K ﹤0.01%
+25
766
$3K ﹤0.01%
25
767
$3K ﹤0.01%
35
768
$3K ﹤0.01%
48
769
$3K ﹤0.01%
120
770
$3K ﹤0.01%
100
-300
771
$2K ﹤0.01%
+39
772
$2K ﹤0.01%
+70
773
$2K ﹤0.01%
40
-22
774
$2K ﹤0.01%
+7
775
$2K ﹤0.01%
12
29 30
31
32 33