OLA
Oliver Luxxe Assets Portfolio holdings
AUM
$560M
This Quarter Return
+0.41%
1 Year Return
+28.83%
3 Year Return
+115.98%
5 Year Return
+235.72%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(-2.8%)
Cap. Flow
-$4.49M
Cap. Flow
% of AUM
-2.85%
Top 10 Holdings %
Top 10 Hldgs %
31.54%
Holding
90
New
–
Increased
–
Reduced
–
Closed
5
Top Buys
No buys this quarter
Top Sells
Sector Composition
| 1 | Financials | 13.45% |
| 2 | Healthcare | 12.7% |
| 3 | Consumer Staples | 11.49% |
| 4 | Technology | 10.69% |
| 5 | Energy | 10.02% |
