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 9.27%
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
401
– –
-15,944
402
– –
-3,553
403
– –
-3,934
404
– –
-7,137
405
– –
-11,524
406
– –
-5,178
407
– –
-1,315
408
– –
-1,739
409
– –
-19,321
410
– –
-12,285
411
– –
-73,052
412
– –
-3,664
413
– –
-3,369
414
– –
-7,029
415
– –
-12,679
416
– –
-7,793
417
– –
-11,650
418
– –
-2,519
419
– –
-1,613
420
– –
-5,160
421
– –
-705
422
– –
-1,676
423
– –
-11,730
424
– –
-12,769
425
– –
-17,729
15 16
17
18 19