OR
Olympiad Research Portfolio holdings
AUM
$61.2M
1-Year Return
23.32%
This Quarter Return
+4.07%
1 Year Return
+23.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.84%
Holding
268
New
268
Increased
–
Reduced
–
Closed
–
Top Buys
| 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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$5.79M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 15.69% |
| 2 | Technology | 10.52% |
| 3 | Financials | 7.31% |
| 4 | Healthcare | 5.73% |
| 5 | Energy | 2.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lincoln Electric
LECO
$13.4B
| $500K | 0.38% |
+5,173
| New | +$500K |
|
27
Parker-Hannifin
PH
$95.6B
| $480K | 0.37% |
+2,330
| New | +$480K |
|
28
Spirit AeroSystems
SPR
$4.76B
| $473K | 0.36% |
+6,484
| New | +$473K |
|
29
SPS Commerce
SPSC
$4.19B
| $468K | 0.36% |
+8,444
| New | +$468K |
|
30
PTC
PTC
$25.4B
| $464K | 0.36% |
+6,196
| New | +$464K |
|
31
Commault Systems
CVLT
$7.9B
| $458K | 0.35% |
+10,250
| New | +$458K |
|
32
Sabre
SABR
$675M
| $453K | 0.35% |
+20,178
| New | +$453K |
|
33
Texas Instruments
TXN
$170B
| $452K | 0.35% |
+3,526
| New | +$452K |
|
34
Haemonetics
HAE
$2.62B
| $450K | 0.35% |
+3,917
| New | +$450K |
|
35
Fair Isaac
FICO
$36.7B
| $441K | 0.34% |
+1,178
| New | +$441K |
|
36
Cummins
CMI
$54.9B
| $428K | 0.33% |
+2,393
| New | +$428K |
|
37
Watts Water Technologies
WTS
$9.25B
| $427K | 0.33% |
+4,283
| New | +$427K |
|
38
Open Text
OTEX
$8.43B
| $423K | 0.32% |
+9,588
| New | +$423K |
|
39
Dover
DOV
$24.3B
| $422K | 0.32% |
+3,661
| New | +$422K |
|
|
UCB
40
United Community Banks, Inc.
UCB
$4.03B
| $420K | 0.32% |
+13,589
| New | +$420K |
|
41
Popular Inc
BPOP
$8.46B
| $417K | 0.32% |
+7,093
| New | +$417K |
|
42
Emerson Electric
EMR
$74.4B
| $409K | 0.31% |
+5,363
| New | +$409K |
|
43
Inogen
INGN
$223M
| $405K | 0.31% |
+5,926
| New | +$405K |
|
44
KeyCorp
KEY
$20.7B
| $399K | 0.31% |
+19,721
| New | +$399K |
|
45
Applied Materials
AMAT
$128B
| $392K | 0.3% |
+6,417
| New | +$392K |
|
46
Jack Henry & Associates
JKHY
$11.7B
| $391K | 0.3% |
+2,687
| New | +$391K |
|
47
Middleby
MIDD
$7.27B
| $390K | 0.3% |
+3,557
| New | +$390K |
|
48
Huntington Bancshares
HBAN
$25.6B
| $389K | 0.3% |
+25,782
| New | +$389K |
|
|
CDK
49
DELISTED
CDK Global, Inc.
CDK
| $388K | 0.3% |
+7,093
| New | +$388K |
|
50
HEICO Class A
HEI.A
$35.1B
| $387K | 0.3% |
+4,324
| New | +$387K |
|