OLA
Oliver Luxxe Assets Portfolio holdings
AUM
$632M
1-Year Est. Return
31.44%
1 Year Est. Return
+31.44%
AUM
$560M
AUM Growth
+$22.2M
(+4.1%)
Holding
208
Top Buys
| 1 | +$6.26M | |
| 2 | +$5.18M | |
| 3 | +$5.08M | |
| 4 |
TE Connectivity
TEL
|
+$4.86M |
| 5 |
Centene
CNC
|
+$4.03M |
Top Sells
| 1 | +$9.03M | |
| 2 | +$8.74M | |
| 3 | +$5.79M | |
| 4 |
Willis Towers Watson
WTW
|
+$5.43M |
| 5 |
Baidu
BIDU
|
+$5.12M |
Sector Composition
| 1 | Financials | 20.21% |
| 2 | Industrials | 15.73% |
| 3 | Technology | 10.95% |
| 4 | Healthcare | 9.52% |
| 5 | Consumer Discretionary | 6.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
FedEx
FDX
$63.1B
| – | – |
-951
|
|
||
202
The Greenbrier Companies
GBX
$1.33B
| – | – |
-35,984
|
|
||
203
Hewlett Packard
HPE
$30.1B
| – | – |
-10,314
|
|
||
204
Herc Holdings
HRI
$4.44B
| – | – |
-15,248
|
|
||
205
Kite Realty
KRG
$4.87B
| – | – |
-92,744
|
|
||
206
LyondellBasell Industries
LYB
$14.6B
| – | – |
-24,015
|
|
||
207
Merck
MRK
$231B
| – | – |
-3,052
|
|
||
208
Murphy USA
MUSA
$6.68B
| – | – |
-7,668
|
|