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
801
$1K ﹤0.01%
9
802
$1K ﹤0.01%
110
803
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50
804
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11
-10
805
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50
806
$1K ﹤0.01%
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807
$1K ﹤0.01%
100
808
$1K ﹤0.01%
33
809
$1K ﹤0.01%
+7
810
$1K ﹤0.01%
20
811
$1K ﹤0.01%
+30
812
$1K ﹤0.01%
12
813
$1K ﹤0.01%
103
+2
814
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17
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815
$1K ﹤0.01%
40
816
$1K ﹤0.01%
68
817
$1K ﹤0.01%
+8
818
$1K ﹤0.01%
+30
819
$1K ﹤0.01%
60
-100
820
$1K ﹤0.01%
100
821
– –
-493
822
– –
-110
823
– –
-275
824
– –
-33,330
825
– –
-500
31 32
33
34 35