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
176
– –
-10,982
177
– –
-14,231
178
– –
-10,734
179
– –
-56,806
180
– –
-32,296
181
– –
-3,601
182
– –
-26,440
183
– –
-5,739
184
– –
-990
185
– –
-6,663
186
– –
-17,816
187
– –
-22,406
188
– –
-40,077
189
– –
-6,881
190
– –
-4,890
191
– –
-5,568
192
– –
-1,751
193
– –
-4,649
194
– –
-11,103
195
– –
-3,385
196
– –
-951
197
– –
-9,679
198
– –
-4,351
199
– –
-3,965
200
– –
-12,512
6 7
8
9 10