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
$1.13B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$37.5M
2 +$11.4M
3 +$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$9.43M
5
TSM icon
TSMC
TSM
+$8.84M

Top Sells

1 +$2.26M

Sector Composition

1 Industrials 20.87%
2 Financials 17.7%
3 Technology 10.11%
4 Healthcare 7.34%
5 Energy 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$302K 0.03%
619
202
$246K 0.02%
+15,300
203
$218K 0.02%
+3,685
204
$213K 0.02%
+5,748
205
$206K 0.02%
1,055