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
$395M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.85M
3
+$2.37M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.22M
5
AEL
American Equity Investment Life Holding Company
AEL
+$2.13M

Top Sells

1
+$3M
2
+$2.83M
3
+$2.65M
4
TDC icon
Teradata
TDC
+$2.36M
5
MMM icon
3M
MMM
+$2.34M

Sector Composition

1 Industrials 17.8%
2 Financials 14.62%
3 Healthcare 10.79%
4 Technology 9.34%
5 Energy 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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