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 | |
|---|---|---|---|---|---|---|
51
HEICO
HEI
$44.9B
| $385K | 0.3% |
+3,377
| New | +$385K |
|
52
IBM
IBM
$230B
| $381K | 0.29% |
+2,971
| New | +$381K |
|
|
HDS
53
DELISTED
HD Supply Holdings, Inc.
HDS
| $378K | 0.29% |
+9,390
| New | +$378K |
|
54
Intuit
INTU
$186B
| $376K | 0.29% |
+1,435
| New | +$376K |
|
55
Mueller Industries
MLI
$10.8B
| $376K | 0.29% |
+23,682
| New | +$376K |
|
56
General Dynamics
GD
$86.7B
| $373K | 0.29% |
+2,115
| New | +$373K |
|
|
MNTV
57
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $371K | 0.28% |
+20,738
| New | +$371K |
|
58
Universal Health Services
UHS
$11.8B
| $370K | 0.28% |
+2,577
| New | +$370K |
|
59
Emcor
EME
$28.7B
| $368K | 0.28% |
+4,260
| New | +$368K |
|
60
Hanover Insurance
THG
$6.49B
| $367K | 0.28% |
+2,685
| New | +$367K |
|
61
Align Technology
ALGN
$9.76B
| $367K | 0.28% |
+1,314
| New | +$367K |
|
62
Labcorp
LH
$22.9B
| $364K | 0.28% |
+2,503
| New | +$364K |
|
63
IDEX
IEX
$12.4B
| $354K | 0.27% |
+2,061
| New | +$354K |
|
64
Paychex
PAYX
$49.4B
| $352K | 0.27% |
+4,143
| New | +$352K |
|
65
Pinnacle Financial Partners
PNFP
$7.71B
| $351K | 0.27% |
+5,488
| New | +$351K |
|
66
UnitedHealth
UNH
$281B
| $351K | 0.27% |
+1,194
| New | +$351K |
|
67
Rollins
ROL
$27.6B
| $346K | 0.27% |
+15,651
| New | +$346K |
|
68
Ametek
AME
$43.4B
| $343K | 0.26% |
+3,434
| New | +$343K |
|
69
Nordson
NDSN
$12.7B
| $342K | 0.26% |
+2,102
| New | +$342K |
|
70
UFP Industries
UFPI
$6.01B
| $339K | 0.26% |
+7,116
| New | +$339K |
|
71
HNI Corp
HNI
$2.12B
| $338K | 0.26% |
+9,032
| New | +$338K |
|
|
AZPN
72
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $338K | 0.26% |
+2,791
| New | +$338K |
|
73
Honeywell
HON
$137B
| $328K | 0.25% |
+1,855
| New | +$328K |
|
|
CTXS
74
DELISTED
Citrix Systems Inc
CTXS
| $326K | 0.25% |
+2,940
| New | +$326K |
|
75
Northrop Grumman
NOC
$83B
| $323K | 0.25% |
+938
| New | +$323K |
|