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
76
$401K 0.23%
+13,215
77
$400K 0.23%
+10,864
78
$399K 0.23%
+6,164
79
$395K 0.23%
7,926
+3,237
80
$387K 0.22%
7,625
-608
81
$382K 0.22%
+23,727
82
$381K 0.22%
+10,647
83
$372K 0.21%
3,073
+172
84
$360K 0.21%
8,315
+544
85
$355K 0.2%
+16,392
86
$353K 0.2%
3,847
-11
87
$353K 0.2%
+8,767
88
$346K 0.2%
+4,632
89
$341K 0.2%
2,288
-91
90
$336K 0.19%
+1,554
91
$316K 0.18%
+1,477
92
$314K 0.18%
+1,349
93
$309K 0.18%
+2,103
94
$308K 0.18%
+4,222
95
$304K 0.17%
+6,905
96
$303K 0.17%
+6,505
97
$295K 0.17%
+20,257
98
$286K 0.16%
22,608
-5,982
99
$286K 0.16%
+119,840
100
$281K 0.16%
+2,693
2 3
4
5 6