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
$141M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.69M
3
+$5.58M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.79M

Top Sells

1
+$1.41M
2
+$1.09M
3
+$884K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$788K
5
XLF icon
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 Change
in Stake 		Capital Flow
1
$6.08M 4.31%
+44,464
2
$5.69M 4.03%
+22,968
3
$5.68M 4.03%
59,692
+4,633
4
$5.68M 4.03%
54,347
+27,037
5
$5.58M 3.96%
+73,052
6
$5.28M 3.74%
32,199
+8,655
7
$4.47M 3.17%
+118,166
8
$3.79M 2.68%
+32,798
9
$2.87M 2.04%
35,183
-794
10
$2.62M 1.86%
+23,966
11
$2.58M 1.83%
32,718
+1,519
12
$2.42M 1.72%
18,986
+10,666
13
$2.27M 1.61%
40,245
-13,961
14
$2.07M 1.47%
20,667
+4,749
15
$2.05M 1.45%
10,661
+414
16
$1.79M 1.27%
8,632
+6,212
17
$1.54M 1.1%
59,701
-3,602
18
$1.42M 1.01%
24,210
-15,071
19
$1.41M 1%
25,067
+18,296
20
$1.25M 0.89%
12,864
+7,962
21
$1.21M 0.86%
+34,065
22
$1.17M 0.83%
16,990
+11,852
23
$1.01M 0.71%
+25,928
24
$775K 0.55%
8,500
-264
25
$680K 0.48%
2,205
-1,313
1
2 3 4 5