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
26
$1.02M 0.59%
+11,398
27
$1.02M 0.58%
19,885
+9,766
28
$1.02M 0.58%
66,489
29
$1.01M 0.58%
+17,374
30
$1.01M 0.58%
54,795
+41,311
31
$1M 0.58%
5,739
32
$1M 0.58%
+106,157
33
$1M 0.58%
+87,413
34
$1M 0.57%
+28,902
35
$999K 0.57%
+22,720
36
$986K 0.57%
+20,325
37
$980K 0.56%
11,180
+3,800
38
$979K 0.56%
3,584
+2,005
39
$964K 0.55%
141,744
+102,151
40
$918K 0.53%
+112,676
41
$881K 0.51%
10,289
-4,907
42
$760K 0.44%
5,984
+2,962
43
$751K 0.43%
+8,606
44
$749K 0.43%
+4,917
45
$742K 0.43%
+17,574
46
$725K 0.42%
2,729
+1,550
47
$723K 0.42%
1,919
+1,126
48
$691K 0.4%
+18,814
49
$688K 0.4%
+10,040
50
$671K 0.39%
4,736
+607
1
2
3 4 5