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Home > Institutional Investor > Optimal Asset Management, Inc. > Profile

Instuitional Investor - Optimal Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Optimal Asset Management, Inc.
Portfolio Value $800,025,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 240,003 $11,150,000 1.39%
2.
Fortinet Inc.
 FTNT 838,750 $9,798,000 1.22%
3.
Omnicom Group Inc.
 OMC 134,761 $9,765,000 1.22%
4.
Adobe Inc.
 ADBE 16,927 $9,745,000 1.21%
5.
Broadridge Financial Solutions Inc.
 BR 56,087 $9,346,000 1.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)