OR

Olympiad Research Portfolio holdings

AUM $71.9M
1-Year Est. Return 38.36%
This Quarter Est. Return
1 Year Est. Return
+38.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$6M
3
+$5.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.62M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.5M

Top Sells

1
+$5.58M
2
+$4.9M
3
+$4.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.87M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.79M

Sector Composition

1 Technology 15.7%
2 Financials 9.16%
3 Consumer Discretionary 4.07%
4 Industrials 3.93%
5 Real Estate 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$106K 0.05%
+18,167
327
$103K 0.05%
+15,509
328
$100K 0.05%
17,690
-489
329
$93K 0.05%
+12,007
330
$93K 0.05%
+15,018
331
$85K 0.04%
+13,559
332
$84K 0.04%
+20,794
333
$84K 0.04%
+12,047
334
$78K 0.04%
+11,964
335
$78K 0.04%
+17,676
336
$69K 0.04%
+12,933
337
$68K 0.03%
+12,483
338
$64K 0.03%
+15,498
339
$42K 0.02%
+10,556
340
$16K 0.01%
+14,197
341
– –
-5,160
342
– –
-705
343
– –
-1,676
344
– –
-11,730
345
– –
-2,703
346
– –
-3,104
347
– –
-10,690
348
– –
-25,928
349
– –
-3,840
350
– –
-12,683
12 13
14
15 16