OLA
Oliver Luxxe Assets Portfolio holdings
AUM
$560M
This Quarter Return
+4.05%
1 Year Return
+28.83%
3 Year Return
+115.98%
5 Year Return
+235.72%
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.06%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$6.39M |
| 2 |
Procter & Gamble
PG
|
$4.4M |
| 3 |
Apple
AAPL
|
$4.39M |
| 4 |
Alerian MLP ETF
AMLP
|
$3.3M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 15.46% |
| 2 | Financials | 10.45% |
| 3 | Technology | 9.07% |
| 4 | Healthcare | 7% |
| 5 | Energy | 5.81% |
