OLA

Oliver Luxxe Assets Portfolio holdings

AUM $560M
1-Year Est. Return 28.83%
This Quarter Est. Return
1 Year Est. Return
+28.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.49M
2 +$3.33M
3 +$3.15M
4
MAN icon
ManpowerGroup
MAN
+$3.11M
5
HAL icon
Halliburton
HAL
+$3.09M

Top Sells

1 +$4.26M
2 +$3.85M
3 +$3.48M
4
UPS icon
United Parcel Service
UPS
+$3.4M
5
KMB icon
Kimberly-Clark
KMB
+$3.2M

Sector Composition

1 Financials 13.08%
2 Healthcare 12.35%
3 Consumer Staples 11.17%
4 Technology 10.39%
5 Energy 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-45,088
102
-23,935
103
-46,671
104
-12,623