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
876
$3K ﹤0.01%
+53
877
$3K ﹤0.01%
25
878
$3K ﹤0.01%
120
879
$3K ﹤0.01%
21
880
$3K ﹤0.01%
220
881
$3K ﹤0.01%
596
882
$3K ﹤0.01%
100
883
$3K ﹤0.01%
20
-86
884
$3K ﹤0.01%
41
885
$3K ﹤0.01%
8
886
$3K ﹤0.01%
250
887
$2K ﹤0.01%
100
888
$2K ﹤0.01%
8
889
$2K ﹤0.01%
+40
890
$2K ﹤0.01%
437
891
$2K ﹤0.01%
+33
892
$2K ﹤0.01%
52
893
$2K ﹤0.01%
126
894
$2K ﹤0.01%
14
895
$2K ﹤0.01%
+900
896
$2K ﹤0.01%
24
897
$2K ﹤0.01%
13
898
$2K ﹤0.01%
75
899
$2K ﹤0.01%
+50
900
$2K ﹤0.01%
22
34 35
36
37 38