OR
Olympiad Research Portfolio holdings
AUM
$61.2M
1-Year Return
23.32%
This Quarter Return
-23.48%
1 Year Return
+23.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.2M
AUM Growth
-$31M
(-24%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-18.82%
Top 10 Holdings %
Top 10 Hldgs %
25.53%
Holding
406
New
138
Increased
98
Reduced
24
Closed
146
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.12M |
| 2 |
iShares US Real Estate ETF
IYR
|
+$1.94M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$1.56M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.54M |
| 5 |
iShares MSCI Canada ETF
EWC
|
+$1.38M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.54M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$6.2M |
| 3 |
iShares MBS ETF
MBB
|
+$5.94M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.48M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$5.31M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 17.01% |
| 3 | Industrials | 13.51% |
| 4 | Healthcare | 5.93% |
| 5 | Consumer Discretionary | 1.88% |
