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
$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
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.26M
5
XLU icon
Utilities Select Sector SPDR Fund
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
1
$13.3M 7.62%
136,456
+17,178
2
$12.5M 7.16%
39,713
+10,304
3
$11.4M 6.52%
+103,960
4
$11M 6.34%
94,197
+9,621
5
$10.6M 6.12%
67,497
-9,684
6
$7.88M 4.53%
60,635
-537
7
$7.88M 4.53%
32,673
+709
8
$7.59M 4.36%
+146,836
9
$6.64M 3.81%
41,291
+26,514
10
$4.89M 2.81%
78,007
+55,742
11
$4.71M 2.71%
+191,130
12
$4.34M 2.5%
37,476
+23,778
13
$3.17M 1.82%
43,794
+25,789
14
$3.09M 1.78%
20,410
+12,128
15
$2.42M 1.39%
+27,310
16
$2.35M 1.35%
34,798
-28,249
17
$2.17M 1.25%
+24,870
18
$1.99M 1.14%
+6,935
19
$1.63M 0.94%
52,896
-34,723
20
$1.25M 0.72%
9,434
-935
21
$1.22M 0.7%
13,787
+2,530
22
$1.21M 0.7%
35,422
23
$1.19M 0.68%
7,300
+3,080
24
$1.19M 0.68%
5,334
+2,917
25
$1.15M 0.66%
10,117
-18,750
1
2 3 4 5