OR

Olympiad Research Portfolio holdings

AUM $37.6M
1-Year Est. Return 42.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.83%
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
+$10.3M
2
+$7.06M
3
+$4.46M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.53M

Top Sells

1
+$3M
2
+$2.88M
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
126
– –
-42,370
127
– –
-25,792
128
– –
-12,754
129
– –
-13,546
130
– –
-11,293
131
– –
-7,364
132
– –
-2,024
133
– –
-23,893
134
– –
-65,963
135
– –
-17,676
136
– –
-31,716
137
– –
-7,356
138
– –
-11,738
139
– –
-33,490
140
– –
-76,679
141
– –
-15,230
142
– –
-33,830
143
– –
-28,609
144
– –
-10,967
145
– –
-9,055
146
– –
-13,300
147
– –
-5,233
148
– –
-46,700
149
– –
-5,757
150
– –
-3,556
4 5
6
7 8