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
176
$289K 0.11%
13,895
+180
177
$289K 0.11%
11,847
+24
178
$286K 0.11%
2,410
+600
179
$286K 0.11%
15,192
180
$285K 0.11%
27,500
181
$281K 0.11%
13,249
-501
182
$270K 0.11%
1,241
183
$269K 0.1%
3,976
184
$262K 0.1%
1,600
185
$259K 0.1%
4,768
-200
186
$259K 0.1%
1,880
+220
187
$259K 0.1%
435
188
$258K 0.1%
4,953
189
$257K 0.1%
5,108
190
$250K 0.1%
1,740
-2
191
$248K 0.1%
2,413
+64
192
$247K 0.1%
3,000
193
$247K 0.1%
2,150
194
$245K 0.1%
4,900
195
$240K 0.09%
6,285
+17
196
$234K 0.09%
1,734
197
$231K 0.09%
2,117
-100
198
$229K 0.09%
8,550
+132
199
$229K 0.09%
3,000
200
$229K 0.09%
2,300
-300
6 7
8
9 10