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Home > Institutional Investor > Optimum Investment Advisors > Profile

Instuitional Investor - Optimum Investment Advisors

Fund Profile
Filing Period:
Fund Name: Optimum Investment Advisors
Portfolio Value $226,605,329
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 87,519 $21,916,439 9.67%
2.
Spdr S & P 500 Etf Trust
 SPY 23,287 $13,647,896 6.02%
3.
Nvidia Corp
 NVDA 99,595 $13,374,613 5.9%
4.
Microsoft Corp
 MSFT 16,585 $6,990,539 3.08%
5.
Vanguard World Fund
 9,378 $5,831,336 2.57%
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)