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
901
$2K ﹤0.01%
90
902
$2K ﹤0.01%
160
903
$2K ﹤0.01%
+500
904
$2K ﹤0.01%
314
+2
905
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1,000
906
$1K ﹤0.01%
25
907
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36
908
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20
909
$1K ﹤0.01%
24
910
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26
911
$1K ﹤0.01%
50
-200
912
$1K ﹤0.01%
131
913
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40
914
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10
915
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55
-56
916
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50
917
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66
918
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38
919
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15
920
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921
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20
922
$1K ﹤0.01%
+550
923
$1K ﹤0.01%
30
924
$1K ﹤0.01%
43
925
$1K ﹤0.01%
68
35 36
37
38 39