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
51
$667K 0.38%
51,080
+28,360
52
$628K 0.36%
1,758
+239
53
$621K 0.36%
+1,600
54
$613K 0.35%
+17,081
55
$594K 0.34%
+3,703
56
$578K 0.33%
2,493
+650
57
$562K 0.32%
6,511
-4,478
58
$550K 0.32%
+2,086
59
$546K 0.31%
+201,423
60
$540K 0.31%
+3,366
61
$514K 0.3%
+2,352
62
$506K 0.29%
+2,795
63
$504K 0.29%
+3,229
64
$501K 0.29%
+9,475
65
$499K 0.29%
2,370
+1,020
66
$498K 0.29%
+35,087
67
$496K 0.29%
+10,329
68
$487K 0.28%
+3,443
69
$465K 0.27%
+10,620
70
$456K 0.26%
10,182
-1,735
71
$440K 0.25%
1,177
-8,115
72
$412K 0.24%
+8,718
73
$411K 0.24%
+2,611
74
$407K 0.23%
+5,211
75
$403K 0.23%
+6,543
1 2
3
4 5