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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 $230,272,831
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 86,140 $17,673,288 7.67%
2.
Spdr S & P 500 Etf Trust
 SPY 23,003 $14,212,542 6.17%
3.
Nvidia Corp
 NVDA 86,830 $13,718,272 5.96%
4.
Microsoft Corp
 MSFT 16,428 $8,171,406 3.55%
5.
Vanguard World Fund
 9,770 $6,479,988 2.81%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)