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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 $212,400,408
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 86,745 $19,268,606 9.07%
2.
Spdr S & P 500 Etf Trust
 SPY 23,162 $12,956,558 6.1%
3.
Nvidia Corp
 NVDA 88,560 $9,598,133 4.52%
4.
Microsoft Corp
 MSFT 16,612 $6,235,944 2.94%
5.
Costco Wholesale Corp W
 COST 5,833 $5,516,928 2.6%
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)