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Olympiad Research Portfolio holdings
AUM
$48.1M
1-Year Est. Return
100.39%
This Fund
S&P 500
This Quarter
Est. Return
+7.41%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
+$54.9M
(+39%)
Cap. Flow
+$51.1M
Cap. Flow
% of AUM
26.05%
Top 10 Holdings %
Top 10 Hldgs %
35.35%
Holding
494
New
212
Increased
75
Reduced
53
Closed
154
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$7.46M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$6.02M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$5.73M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.49M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$2.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Semiconductor ETF
SMH
|
+$5.58M |
| 2 |
iShares Biotechnology ETF
IBB
|
+$4.91M |
| 3 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$4.47M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.87M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$1.79M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.7% |
| 2 | Financials | 9.27% |
| 3 | Consumer Discretionary | 4.07% |
| 4 | Industrials | 3.93% |
| 5 | Real Estate | 3.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
LoveSac
LOVE
$236M
| $352K | 0.18% |
+12,692
| New | +$361K |
|
127
Ecolab
ECL
$78.6B
| $350K | 0.18% |
+1,751
| New | +$350K |
|
128
Selective Insurance
SIGI
$5.64B
| $348K | 0.18% |
+6,757
| New | +$373K |
|
129
Sonoco
SON
$5.62B
| $344K | 0.18% |
+6,732
| New | +$356K |
|
|
ZYXI
130
DELISTED
Zynex
ZYXI
| $343K | 0.18% |
+21,652
| New | +$366K |
|
131
Zoom
ZM
$27.1B
| $341K | 0.17% |
+726
| New | +$232K |
|
132
Mettler-Toledo International
MTD
$27.9B
| $340K | 0.17% |
352
-78
| -18% | -$72.4K |
|
|
SPNS
133
DELISTED
Sapiens International
SPNS
| $340K | 0.17% |
+11,107
| New | +$341K |
|
134
Novanta
NOVT
$4.95B
| $338K | 0.17% |
+3,204
| New | +$339K |
|
135
Sysco
SYY
$40.6B
| $335K | 0.17% |
5,380
-386
| -7% | -$22.5K |
|
136
Broadridge
BR
$17.9B
| $334K | 0.17% |
2,533
+339
| +15% | +$45.3K |
|
137
Wrap Technologies
WRAP
$98.1M
| $331K | 0.17% |
+48,821
| New | +$465K |
|
|
AMED
138
DELISTED
Amedisys
AMED
| $330K | 0.17% |
+1,396
| New | +$317K |
|
139
Home Depot
HD
$332B
| $327K | 0.17% |
1,179
-119
| -9% | -$32.2K |
|
140
Insulet
PODD
$11.5B
| $325K | 0.17% |
1,374
-106
| -7% | -$22.3K |
|
|
FBC
141
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $325K | 0.17% |
+10,967
| New | +$330K |
|
142
International Money Express
IMXI
$394M
| $324K | 0.17% |
+22,552
| New | +$344K |
|
143
Mitek Systems
MITK
$771M
| $324K | 0.17% |
+25,413
| New | +$286K |
|
|
GES
144
DELISTED
Guess Inc
GES
| $323K | 0.16% |
27,809
+14,917
| +116% | +$172K |
|
145
Acadia Realty Trust
AKR
$3.08B
| $322K | 0.16% |
+30,674
| New | +$367K |
|
146
Guidewire Software
GWRE
$12.8B
| $322K | 0.16% |
+3,086
| New | +$347K |
|
147
Progressive
PGR
$124B
| $322K | 0.16% |
3,406
+872
| +34% | +$78.4K |
|
148
Descartes Systems
DSGX
$6.39B
| $317K | 0.16% |
+5,568
| New | +$308K |
|
149
Advanced Micro Devices
AMD
$791B
| $316K | 0.16% |
3,858
-6,006
| -61% | -$446K |
|
150
Arista Networks
ANET
$215B
| $316K | 0.16% |
+24,448
| New | +$336K |
|
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Olympiad Research's Q3 2020 Portfolio in Review
As of Q3 2020, Olympiad Research held 494 positions worth $196M, up 39% from $141M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Olympiad Research deployed $51.1M of net new capital in Q3 2020, opening 212 new positions and adding to 75 existing holdings. Its largest new stake was iShares Russell 1000 Value ETF: 21,205 shares worth $2.5M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was iShares Biotechnology ETF, an estimated $4.91M trimmed.
- Olympiad Research's largest Q3 2020 buy was iShares Russell 1000 Value ETF: 21,205 shares worth $2.5M.
- Olympiad Research added most to iShares 20+ Year Treasury Bond ETF in Q3 2020, an estimated $7.46M increase.
- Olympiad Research's biggest Q3 2020 reduction was iShares Biotechnology ETF, cutting an estimated $4.91M.
- Olympiad Research fully exited VanEck Semiconductor ETF in Q3 2020, selling an estimated $5.58M.
- Olympiad Research's ten largest holdings make up 35% of its $196M portfolio in Q3 2020.
- Olympiad Research opened 212 new positions and closed 154 in Q3 2020.
- Olympiad Research's portfolio value rose 39% quarter-over-quarter to $196M.
Based on Olympiad Research's 13F filing for Q3 2020, filed 2 Nov 2020.