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
$337M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$527K
3
+$470K
4
T icon
AT&T
T
+$448K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$382K

Top Sells

1
+$2.56M
2
+$1.29M
3
+$562K
4
CELG
Celgene Corp
CELG
+$338K
5
AAPL icon
Apple
AAPL
+$327K

Sector Composition

1 Technology 18.19%
2 Financials 10.91%
3 Healthcare 10.35%
4 Industrials 7.48%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$129K 0.04%
3,000
352
$128K 0.04%
3,343
353
$127K 0.04%
8,150
+800
354
$127K 0.04%
4,004
355
$126K 0.04%
658
-36
356
$125K 0.04%
1,349
-300
357
$125K 0.04%
8,900
358
$123K 0.04%
8,000
359
$123K 0.04%
2,563
360
$123K 0.04%
1,105
361
$121K 0.04%
6,400
-1,600
362
$120K 0.04%
3,698
-5,043
363
$120K 0.04%
2,180
364
$120K 0.04%
1,000
365
$120K 0.04%
2,059
+199
366
$120K 0.04%
1,224
-825
367
$119K 0.04%
2,149
+300
368
$119K 0.04%
455
369
$119K 0.04%
+6,600
370
$119K 0.04%
2,207
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371
$118K 0.04%
4,634
-241
372
$118K 0.04%
620
+30
373
$117K 0.03%
547
-95
374
$112K 0.03%
1,236
375
$112K 0.03%
2,605
+1,000
13 14
15
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