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
776
$10K ﹤0.01%
200
777
$10K ﹤0.01%
66
778
$10K ﹤0.01%
55
779
$10K ﹤0.01%
300
780
$10K ﹤0.01%
265
781
$10K ﹤0.01%
+100
782
$10K ﹤0.01%
+3,400
783
$10K ﹤0.01%
160
784
$10K ﹤0.01%
500
785
$9K ﹤0.01%
201
+2
786
$9K ﹤0.01%
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787
$9K ﹤0.01%
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788
$9K ﹤0.01%
214
789
$9K ﹤0.01%
100
790
$9K ﹤0.01%
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-100
791
$9K ﹤0.01%
35
792
$9K ﹤0.01%
66
-134
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$9K ﹤0.01%
280
794
$8K ﹤0.01%
+2,000
795
$8K ﹤0.01%
240
796
$8K ﹤0.01%
+900
797
$8K ﹤0.01%
214
798
$8K ﹤0.01%
200
799
$8K ﹤0.01%
200
800
$8K ﹤0.01%
225
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