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
$190M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$9.4M
2 +$2.78M
3 +$2.38M
4
BX icon
Blackstone
BX
+$1.45M
5
PH icon
Parker-Hannifin
PH
+$1.44M

Top Sells

1 +$2.13M
2 +$1.93M
3 +$1.17M
4
FCN icon
FTI Consulting
FCN
+$1.14M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$970K

Sector Composition

1 Healthcare 14.87%
2 Technology 14.43%
3 Financials 14.1%
4 Industrials 9.94%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-27,285
127
-6,867
128
-6,800
129
-5,360
130
-3,825
131
-5,820