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
751
$12K ﹤0.01%
656
+5
752
$12K ﹤0.01%
+431
753
$12K ﹤0.01%
600
754
$12K ﹤0.01%
+50
755
$12K ﹤0.01%
492
+20
756
$12K ﹤0.01%
493
+20
757
$11K ﹤0.01%
539
758
$11K ﹤0.01%
139
-121
759
$11K ﹤0.01%
450
760
$11K ﹤0.01%
250
761
$11K ﹤0.01%
215
-2
762
$11K ﹤0.01%
196
+2
763
$11K ﹤0.01%
100
764
$11K ﹤0.01%
375
765
$11K ﹤0.01%
330
766
$11K ﹤0.01%
166
-260
767
$11K ﹤0.01%
500
768
$11K ﹤0.01%
100
769
$10K ﹤0.01%
1,300
770
$10K ﹤0.01%
240
771
$10K ﹤0.01%
1,500
772
$10K ﹤0.01%
300
773
$10K ﹤0.01%
1,400
774
$10K ﹤0.01%
856
+8
775
$10K ﹤0.01%
393
29 30
31
32 33