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
$180M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$2.14M
3 +$1.92M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M
5
LHX icon
L3Harris
LHX
+$880K

Top Sells

1 +$2.72M
2 +$1.95M
3 +$1.94M
4
DIS icon
Walt Disney
DIS
+$1.57M
5
AMGN icon
Amgen
AMGN
+$924K

Sector Composition

1 Financials 13.81%
2 Industrials 12.63%
3 Healthcare 12.43%
4 Technology 11.35%
5 Energy 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,870
127
-73,980
128
-14,343