OR
Olympiad Research Portfolio holdings
AUM
$61.2M
This Quarter Return
+21.83%
1 Year Return
+23.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+42%)
Cap. Flow
+$31.9M
Cap. Flow
% of AUM
22.59%
Top 10 Holdings %
Top 10 Hldgs %
33.84%
Holding
437
New
177
Increased
44
Reduced
61
Closed
155
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
$6.08M |
| 2 |
Invesco QQQ Trust
QQQ
|
$5.69M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$5.58M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$4.47M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$3.79M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$1.41M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.09M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$884K |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$788K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$750K |
Sector Composition
| 1 | Technology | 14.71% |
| 2 | Industrials | 6.33% |
| 3 | Healthcare | 6.32% |
| 4 | Financials | 5.53% |
| 5 | Materials | 2.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NTUS
76
DELISTED
Natus Medical Inc
NTUS
| $355K | 0.25% |
16,270
+1,338
| +9% | +$29.2K |
|
77
NetApp
NTAP
$23.2B
| $350K | 0.25% |
+7,888
| New | +$350K |
|
|
AZPN
78
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $349K | 0.25% |
+3,371
| New | +$349K |
|
79
CarGurus
CARG
$3.51B
| $347K | 0.25% |
+13,705
| New | +$347K |
|
80
Accenture
ACN
$158B
| $346K | 0.25% |
+1,612
| New | +$346K |
|
81
Mettler-Toledo International
MTD
$26.1B
| $346K | 0.25% |
430
+38
| +10% | +$30.6K |
|
82
Federated Hermes
FHI
$4.08B
| $345K | 0.24% |
+14,574
| New | +$345K |
|
83
Huntington Bancshares
HBAN
$25.7B
| $336K | 0.24% |
37,152
-35,919
| -49% | -$325K |
|
84
Calix
CALX
$3.83B
| $334K | 0.24% |
+22,387
| New | +$334K |
|
85
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $331K | 0.23% |
+1,021
| New | +$331K |
|
86
Appian
APPN
$2.28B
| $329K | 0.23% |
+6,419
| New | +$329K |
|
87
LPL Financial
LPLA
$28.5B
| $328K | 0.23% |
+4,178
| New | +$328K |
|
88
Lincoln Electric
LECO
$13.3B
| $327K | 0.23% |
3,881
-4,745
| -55% | -$400K |
|
|
EPAY
89
DELISTED
Bottomline Technologies Inc
EPAY
| $327K | 0.23% |
+6,444
| New | +$327K |
|
90
Home Depot
HD
$406B
| $325K | 0.23% |
1,298
-246
| -16% | -$61.6K |
|
91
Skyworks Solutions
SWKS
$10.9B
| $322K | 0.23% |
+2,519
| New | +$322K |
|
92
Avery Dennison
AVY
$13B
| $321K | 0.23% |
+2,816
| New | +$321K |
|
93
CSG Systems International
CSGS
$1.87B
| $321K | 0.23% |
7,767
-1,185
| -13% | -$49K |
|
94
Jack Henry & Associates
JKHY
$11.8B
| $319K | 0.23% |
+1,736
| New | +$319K |
|
|
SCPL
95
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $319K | 0.23% |
+21,499
| New | +$319K |
|
96
Oneok
OKE
$46.5B
| $318K | 0.23% |
+9,567
| New | +$318K |
|
|
PLAN
97
DELISTED
Anaplan, Inc.
PLAN
| $317K | 0.22% |
+6,996
| New | +$317K |
|
98
Popular Inc
BPOP
$8.53B
| $315K | 0.22% |
+8,469
| New | +$315K |
|
99
Lam Research
LRCX
$124B
| $315K | 0.22% |
974
-76
| -7% | -$24.6K |
|
100
Orion
OEC
$565M
| $315K | 0.22% |
+29,747
| New | +$315K |
|