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
376
– –
-5,658
377
– –
-21,491
378
– –
-17,690
379
– –
-5,960
380
– –
-7,534
381
– –
-3,406
382
– –
-11,628
383
– –
-3,782
384
– –
-8,461
385
– –
-16,172
386
– –
-1,374
387
– –
-3,440
388
– –
-6,373
389
– –
-13,818
390
– –
-10,067
391
– –
-8,876
392
– –
-4,514
393
– –
-19,744
394
– –
-11,345
395
– –
-15,144
396
– –
-15,433
397
– –
-16,413
398
– –
-3,473
399
– –
-5,510
400
– –
-11,107
13 14 15
16
17