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
$477M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$5.12M
3
+$5.11M
4
CSX icon
CSX Corp
CSX
+$4.8M
5
EXPE icon
Expedia Group
EXPE
+$4.35M

Top Sells

1
+$5.52M
2
+$4.69M
3
+$4.58M
4
CMCSA icon
Comcast
CMCSA
+$4.55M
5
CMI icon
Cummins
CMI
+$4.21M

Sector Composition

1 Industrials 21.45%
2 Financials 14.96%
3 Consumer Discretionary 9.61%
4 Technology 8.9%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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