OLA

Oliver Luxxe Assets Portfolio holdings

AUM $657M
1-Year Est. Return 34.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$3.51M
3 +$3.3M
4
MRK icon
Merck
MRK
+$3.22M
5
WTW icon
Willis Towers Watson
WTW
+$3.06M

Top Sells

1 +$3.72M
2 +$3.11M
3 +$3.09M
4
DVN icon
Devon Energy
DVN
+$3.06M
5
TAP icon
Molson Coors Class B
TAP
+$2.91M

Sector Composition

1 Healthcare 19.43%
2 Technology 12.86%
3 Financials 12.13%
4 Consumer Discretionary 9.36%
5 Consumer Staples 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,525