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
626
$27K 0.01%
1,700
-1,300
627
$26K 0.01%
404
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628
$26K 0.01%
1,013
629
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300
630
$26K 0.01%
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631
$25K 0.01%
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632
$25K 0.01%
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633
$25K 0.01%
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634
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635
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636
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-300
637
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400
638
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400
639
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640
$24K 0.01%
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641
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642
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643
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644
$24K 0.01%
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300
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649
$23K 0.01%
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650
$23K 0.01%
1,000
24 25
26
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