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
$174M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.59M
3
+$4.71M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.26M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.49M

Top Sells

1
+$3.03M
2
+$3M
3
+$2.73M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.37M

Sector Composition

1 Technology 6.68%
2 Financials 6.63%
3 Consumer Discretionary 3.03%
4 Communication Services 2.89%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-12,692
352
– –
-2,973
353
– –
-11,870
354
– –
-5,783
355
– –
-5,304
356
– –
-30,948
357
– –
-2,152
358
– –
-1,730
359
– –
-12,047
360
– –
-25,413
361
– –
-8,001
362
– –
-1,727
363
– –
-352
364
– –
-6,131
365
– –
-14,197
366
– –
-14,659
367
– –
-3,204
368
– –
-7,342
369
– –
-12,955
370
– –
-4,890
371
– –
-6,647
372
– –
-10,664
373
– –
-19,314
374
– –
-5,044
375
– –
-51
13 14
15
16 17