OLA

Oliver Luxxe Assets Portfolio holdings

AUM $668M
1-Year Est. Return 40.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$211K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$4.59M
3 +$4.44M
4
MCK icon
McKesson
MCK
+$4.33M
5
WBA
Walgreens Boots Alliance
WBA
+$4.3M

Top Sells

1 +$4.63M
2 +$3.63M
3 +$3.35M
4
TJX icon
TJX Companies
TJX
+$3.3M
5
TEL icon
TE Connectivity
TEL
+$3.19M

Sector Composition

1 Industrials 16.84%
2 Financials 13.99%
3 Healthcare 12.69%
4 Energy 9.97%
5 Technology 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-12,676