OR
Olympiad Research Portfolio holdings
AUM
$61.2M
1-Year Return
23.32%
This Quarter Return
+21.83%
1 Year Return
+23.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$41.8M
(+42%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
22.48%
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 | |
|---|---|---|---|---|---|---|
151
Agilysys
AGYS
$3.1B
| $260K | 0.18% |
+14,506
| New | +$260K |
|
152
Trinseo
TSE
$88.1M
| $260K | 0.18% |
+11,730
| New | +$260K |
|
153
Live Nation Entertainment
LYV
$37.9B
| $258K | 0.18% |
+5,825
| New | +$258K |
|
154
Fulton Financial
FULT
$3.53B
| $257K | 0.18% |
24,375
+5,396
| +28% | +$56.9K |
|
155
Icahn Enterprises
IEP
$4.83B
| $257K | 0.18% |
+5,294
| New | +$257K |
|
156
Koppers
KOP
$570M
| $257K | 0.18% |
13,655
+1,540
| +13% | +$29K |
|
157
Meta Platforms (Facebook)
META
$1.89T
| $257K | 0.18% |
+1,130
| New | +$257K |
|
158
Paychex
PAYX
$48.7B
| $257K | 0.18% |
3,399
-1,369
| -29% | -$104K |
|
159
West Pharmaceutical
WST
$18B
| $256K | 0.18% |
+1,127
| New | +$256K |
|
160
Flowserve
FLS
$7.22B
| $253K | 0.18% |
8,872
-2,673
| -23% | -$76.2K |
|
161
LyondellBasell Industries
LYB
$17.7B
| $253K | 0.18% |
+3,852
| New | +$253K |
|
162
Simon Property Group
SPG
$59.5B
| $251K | 0.18% |
+3,664
| New | +$251K |
|
163
Universal Health Services
UHS
$12.1B
| $251K | 0.18% |
2,703
-811
| -23% | -$75.3K |
|
164
Hershey
HSY
$37.6B
| $249K | 0.18% |
1,924
+23
| +1% | +$2.98K |
|
165
Zurn Elkay Water Solutions
ZWS
$7.71B
| $249K | 0.18% |
+17,729
| New | +$249K |
|
166
Flowers Foods
FLO
$3.13B
| $246K | 0.17% |
+11,016
| New | +$246K |
|
167
Flex
FLEX
$20.8B
| $245K | 0.17% |
+31,750
| New | +$245K |
|
168
Cisco
CSCO
$264B
| $243K | 0.17% |
+5,201
| New | +$243K |
|
169
Encompass Health
EHC
$12.7B
| $243K | 0.17% |
+4,936
| New | +$243K |
|
|
ENV
170
DELISTED
ENVESTNET, INC.
ENV
| $243K | 0.17% |
+3,302
| New | +$243K |
|
171
Evercore
EVR
$12.3B
| $242K | 0.17% |
+4,103
| New | +$242K |
|
172
SolarEdge
SEDG
$2.04B
| $241K | 0.17% |
+1,739
| New | +$241K |
|
173
3D Systems Corporation
DDD
$273M
| $240K | 0.17% |
+34,358
| New | +$240K |
|
174
Edwards Lifesciences
EW
$47.5B
| $240K | 0.17% |
3,466
+184
| +6% | +$12.7K |
|
175
CSX Corp
CSX
$60.6B
| $239K | 0.17% |
+10,296
| New | +$239K |
|