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
801
$8K ﹤0.01%
360
802
$8K ﹤0.01%
827
803
$8K ﹤0.01%
334
804
$8K ﹤0.01%
152
805
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167
-6
806
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30
-20
807
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236
808
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130
809
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810
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200
811
$7K ﹤0.01%
50
812
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+250
813
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112
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814
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50
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815
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200
816
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400
817
$7K ﹤0.01%
200
818
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+12
819
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158
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820
$7K ﹤0.01%
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821
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207
822
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50
-100
823
$7K ﹤0.01%
225
824
$7K ﹤0.01%
1,400
825
$7K ﹤0.01%
230
31 32
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34 35