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
101
$280K 0.16%
+5,009
102
$273K 0.16%
+10,721
103
$259K 0.15%
+2,741
104
$255K 0.15%
+9,234
105
$242K 0.14%
+14,953
106
$230K 0.13%
+14,586
107
$220K 0.13%
+17,730
108
$210K 0.12%
3,215
-4,917
109
$210K 0.12%
+411
110
$208K 0.12%
1,976
-5,836
111
$205K 0.12%
6,901
-24,443
112
$182K 0.1%
+1,644
113
$171K 0.1%
18,493
-53,589
114
$138K 0.08%
+2,556
115
$131K 0.08%
12,431
-13,791
116
$122K 0.07%
+15,036
117
$87K 0.05%
+23,121
118
$87K 0.05%
12,144
-34,660
119
$82K 0.05%
11,966
-8,828
120
– –
-1,262
121
– –
-7,254
122
– –
-40,115
123
– –
-62,746
124
– –
-10,155
125
– –
-8,245
3 4
5
6 7