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
676
$20K 0.01%
+150
677
$19K 0.01%
500
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678
$19K 0.01%
+12,000
679
$19K 0.01%
400
680
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240
681
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+1,525
682
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683
$18K 0.01%
+3,000
684
$18K 0.01%
1,770
+1,410
685
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1,300
686
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283
687
$18K 0.01%
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688
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300
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689
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$17K 0.01%
300
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$17K 0.01%
100
26 27
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