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Olympiad Research Portfolio holdings

AUM $32.8M
1-Year Est. Return 50.11%
This Fund
S&P 500
This Quarter Est. Return
+4.07%
1 Year Est. Return
+50.11%
3 Year Est. Return
+116.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow %
98.47%
Top 10 Hldgs %
39.84%
Holding
268
New
268
Increased
–
Reduced
–
Closed
–

Top Buys

1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.54M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$6.2M
3
MBB icon
iShares MBS ETF
MBB
+$5.93M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.78M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.95%
2 Technology 10.35%
3 Financials 7.31%
4 Healthcare 5.73%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
1
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$6.54M 5.02%
+80,739
New +$6.54M
MUB icon
2
iShares National Muni Bond ETF
MUB
$45.5B
$6.2M 4.76%
+54,391
New +$6.2M
MBB icon
3
iShares MBS ETF
MBB
$39.3B
$5.93M 4.56%
+54,919
New +$5.93M
VCIT icon
4
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$5.79M 4.44%
+63,364
New +$5.78M
SHY icon
5
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$5.48M 4.21%
+64,804
New +$5.49M
IWM icon
6
iShares Russell 2000 ETF
IWM
$82.2B
$5.32M 4.09%
+32,137
New +$5.08M
FLOT icon
7
iShares Floating Rate Bond ETF
FLOT
$10B
$5.31M 4.08%
+104,320
New +$5.31M
IEF icon
8
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$4.56M 3.5%
+41,388
New +$4.61M
IEI icon
9
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$3.53M 2.71%
+28,042
New +$3.54M
TLT icon
10
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$3.21M 2.47%
+23,726
New +$3.3M
QQQ icon
11
Invesco QQQ Trust
QQQ
$466B
$2.49M 1.92%
+11,732
New +$2.35M
XLF icon
12
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
$1.91M 1.47%
+62,104
New +$1.82M
XLU icon
13
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$1.68M 1.29%
+52,032
New +$1.65M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$1.1M 0.84%
+9,592
New +$1.08M
XLK icon
15
State Street Technology Select Sector SPDR ETF
XLK
$114B
$951K 0.73%
+20,752
New +$888K
IVE icon
16
iShares S&P 500 Value ETF
IVE
$48.8B
$919K 0.71%
+7,063
New +$879K
XLP icon
17
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$899K 0.69%
+14,274
New +$879K
TIP icon
18
iShares TIPS Bond ETF
TIP
$14.5B
$898K 0.69%
+7,701
New +$895K
HYG icon
19
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$747K 0.57%
+8,496
New +$739K
TT icon
20
Trane Technologies
TT
$105B
$646K 0.5%
+4,862
New +$616K
BOX icon
21
Box
BOX
$4.35B
$545K 0.42%
+32,496
New +$545K
EWH icon
22
iShares MSCI Hong Kong ETF
EWH
$1.19B
$544K 0.42%
+22,378
New +$528K
CXT icon
23
Crane NXT
CXT
$2.99B
$524K 0.4%
+17,461
New +$497K
XLY icon
24
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$520K 0.4%
+8,288
New +$504K
XLV icon
25
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$512K 0.39%
+5,028
New +$483K
1
2 3 4 5

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RL
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PE
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QCA
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WTG
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VL
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Olympiad Research's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Olympiad Research, which disclosed 268 positions worth $130M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is Vanguard Short-Term Corporate Bond ETF: 80,739 shares worth $6.54M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, followed by Technology and Financials.

  • Olympiad Research's largest Q4 2019 buy was Vanguard Short-Term Corporate Bond ETF: 80,739 shares worth $6.54M.
  • Olympiad Research's ten largest holdings make up 40% of its $130M portfolio in Q4 2019.
  • Olympiad Research disclosed 268 positions in Q4 2019, its first 13F filing on record.

Based on Olympiad Research's 13F filing for Q4 2019, filed 12 Feb 2020.