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
$559M
AUM Growth
+$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$6.26M
2 +$6.11M
3 +$4.85M
4
CLS icon
Celestica
CLS
+$4.57M
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$3.11M

Top Sells

1 +$5.48M
2 +$4.79M
3 +$3.7M
4
CAT icon
Caterpillar
CAT
+$3.41M
5
ALLY icon
Ally Financial
ALLY
+$3.24M

Sector Composition

1 Industrials 20.51%
2 Financials 16.54%
3 Technology 9.64%
4 Healthcare 8.67%
5 Energy 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-22,418
202
-77,923
203
-11,649
204
-35,598
205
-6,017
206
-20,792
207
-5,950