OR

Olympiad Research Portfolio holdings

AUM $61.2M
1-Year Est. Return 23.32%
This Quarter Est. Return
1 Year Est. Return
+23.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.2M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.94M
3
+$1.56M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.54M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$1.38M

Top Sells

1
+$6.54M
2
+$6.2M
3
+$5.93M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.48M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.31M

Sector Composition

1 Technology 17.38%
2 Financials 17.01%
3 Industrials 13.51%
4 Healthcare 5.93%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.79M 4.83%
55,059
-8,305
2
$3.88M 3.92%
23,544
-182
3
$3M 3.03%
54,206
+28,190
4
$2.77M 2.8%
35,977
+27,481
5
$2.19M 2.21%
27,310
+16,934
6
$2.17M 2.19%
31,199
+27,894
7
$2.14M 2.16%
39,281
+25,007
8
$1.54M 1.56%
+10,247
9
$1.41M 1.42%
15,918
+10,890
10
$1.41M 1.42%
14,625
+7,562
11
$1.38M 1.39%
+63,303
12
$1.09M 1.09%
+26,324
13
$1.06M 1.07%
50,773
-11,331
14
$907K 0.91%
+3,518
15
$851K 0.86%
+3,294
16
$816K 0.82%
8,320
+4,176
17
$653K 0.66%
+4,613
18
$648K 0.65%
14,132
+7,715
19
$605K 0.61%
35,406
+17,945
20
$602K 0.61%
10,230
+5,906
21
$600K 0.6%
73,071
+47,289
22
$600K 0.6%
18,265
+11,172
23
$599K 0.6%
5,992
+2,466
24
$595K 0.6%
8,626
+3,453
25
$591K 0.6%
21,974
+16,803
1
2 3 4 5