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
$380M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.87M
3
+$4.68M
4
SNN icon
Smith & Nephew
SNN
+$4.66M
5
META icon
Meta Platforms (Facebook)
META
+$4.59M

Top Sells

1
+$5.11M
2
+$5.07M
3
+$4.54M
4
EOG icon
EOG Resources
EOG
+$3.97M
5
WFC icon
Wells Fargo
WFC
+$3.42M

Sector Composition

1 Industrials 16.63%
2 Financials 11.07%
3 Energy 10.72%
4 Healthcare 10.69%
5 Consumer Discretionary 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
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