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
+$641K
2
+$512K
3
+$281K
4
TFC icon
Truist Financial
TFC
+$162K
5
DOCU
DocuSign
DOCU
+$153K

Top Sells

1
+$703K
2
+$529K
3
+$424K
4
USB icon
US Bancorp
USB
+$364K
5
T icon
AT&T
T
+$280K

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
776
$2K ﹤0.01%
27
+1
777
$2K ﹤0.01%
75
778
$2K ﹤0.01%
+100
779
$2K ﹤0.01%
+40
780
$2K ﹤0.01%
50
781
$2K ﹤0.01%
12
782
$2K ﹤0.01%
+39
783
$2K ﹤0.01%
+70
784
$2K ﹤0.01%
40
-22
785
$2K ﹤0.01%
+7
786
$2K ﹤0.01%
12
787
$2K ﹤0.01%
+1,000
788
$2K ﹤0.01%
56
789
$2K ﹤0.01%
12
790
$2K ﹤0.01%
+70
791
$2K ﹤0.01%
39
792
$2K ﹤0.01%
55
793
$1K ﹤0.01%
+10
794
$1K ﹤0.01%
7
795
$1K ﹤0.01%
20
796
$1K ﹤0.01%
+50
797
$1K ﹤0.01%
20
798
$1K ﹤0.01%
9
799
$1K ﹤0.01%
26
800
$1K ﹤0.01%
110
30 31
32
33 34