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
726
$14K ﹤0.01%
1,000
727
$14K ﹤0.01%
100
728
$14K ﹤0.01%
800
729
$13K ﹤0.01%
300
730
$13K ﹤0.01%
100
731
$13K ﹤0.01%
250
732
$13K ﹤0.01%
234
733
$13K ﹤0.01%
200
734
$13K ﹤0.01%
839
+6
735
$13K ﹤0.01%
500
736
$13K ﹤0.01%
1,000
737
$13K ﹤0.01%
350
738
$13K ﹤0.01%
100
739
$13K ﹤0.01%
2,153
740
$13K ﹤0.01%
607
+7
741
$13K ﹤0.01%
75
742
$13K ﹤0.01%
176
+1
743
$13K ﹤0.01%
500
744
$12K ﹤0.01%
1,500
745
$12K ﹤0.01%
235
746
$12K ﹤0.01%
10
747
$12K ﹤0.01%
500
748
$12K ﹤0.01%
150
749
$12K ﹤0.01%
47
750
$12K ﹤0.01%
599
28 29
30
31 32