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Olympiad Research Portfolio holdings
AUM
$48.1M
1-Year Est. Return
100.39%
This Fund
S&P 500
This Quarter
Est. Return
-23.48%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.2M
AUM Growth
-$31M
(-24%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
25.53%
Holding
406
New
138
Increased
98
Reduced
24
Closed
146
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Real Estate ETF
IYR
|
+$2.47M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.32M |
| 3 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$1.8M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.77M |
| 5 |
iShares MSCI Canada ETF
EWC
|
+$1.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.54M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$6.2M |
| 3 |
iShares MBS ETF
MBB
|
+$5.93M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.48M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$5.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.38% |
| 2 | Financials | 17.01% |
| 3 | Industrials | 13.51% |
| 4 | Healthcare | 5.93% |
| 5 | Consumer Discretionary | 1.88% |
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Olympiad Research's Q1 2020 Portfolio in Review
As of Q1 2020, Olympiad Research held 406 positions worth $99.2M, down 24% from $130M the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Olympiad Research's Q1 2020 filing shows 138 new, 98 increased, 24 reduced and 146 closed positions. Its largest new stake was iShares Russell 1000 Growth ETF: 40,988 shares worth $1.54M. The largest sale was Vanguard Short-Term Corporate Bond ETF, an estimated $6.54M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 10% a quarter earlier, followed by Financials and Industrials.
- Olympiad Research's largest Q1 2020 buy was iShares Russell 1000 Growth ETF: 40,988 shares worth $1.54M.
- Olympiad Research added most to iShares US Real Estate ETF in Q1 2020, an estimated $2.47M increase.
- Olympiad Research's biggest Q1 2020 reduction was iShares Russell 2000 ETF, cutting an estimated $4.3M.
- Olympiad Research fully exited Vanguard Short-Term Corporate Bond ETF in Q1 2020, selling an estimated $6.54M.
- Olympiad Research's ten largest holdings make up 26% of its $99.2M portfolio in Q1 2020.
- Olympiad Research opened 138 new positions and closed 146 in Q1 2020.
- Olympiad Research's portfolio value fell 24% quarter-over-quarter to $99.2M.
Based on Olympiad Research's 13F filing for Q1 2020, filed 6 May 2020.