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
101
$562K 0.22%
11,863
-198
102
$559K 0.22%
7,108
103
$556K 0.22%
2,404
104
$549K 0.21%
5,900
-100
105
$543K 0.21%
13,897
-1,850
106
$540K 0.21%
3,378
107
$538K 0.21%
7,847
-820
108
$537K 0.21%
11,250
109
$534K 0.21%
3,391
110
$529K 0.21%
2,192
-1
111
$528K 0.21%
9,050
112
$526K 0.2%
36,600
113
$515K 0.2%
6,720
-550
114
$494K 0.19%
27,448
115
$491K 0.19%
4,756
116
$476K 0.19%
9,918
117
$466K 0.18%
7,585
+482
118
$465K 0.18%
8,300
-100
119
$464K 0.18%
8,110
-197
120
$464K 0.18%
5,419
-6,168
121
$463K 0.18%
6,050
122
$456K 0.18%
4,650
+500
123
$453K 0.18%
2,172
124
$452K 0.18%
3,379
-159
125
$449K 0.17%
3,300
3 4
5
6 7