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
$234M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$5.26M
3
+$5.02M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.72M
5
KBE icon
SPDR S&P Bank ETF
KBE
+$4.35M

Top Sells

1
+$10.2M
2
+$8.93M
3
+$8.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.53M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.22M

Sector Composition

1 Financials 11.95%
2 Technology 7.32%
3 Industrials 6.88%
4 Consumer Discretionary 6.14%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.89M 3.8%
+99,076
2
$8.88M 3.8%
72,900
-31,060
3
$6.7M 2.87%
125,640
-21,196
4
$5.26M 2.25%
+79,241
5
$5.02M 2.15%
+73,293
6
$4.72M 2.02%
+90,765
7
$4.67M 2%
15,541
+8,606
8
$4.61M 1.97%
173,549
-17,581
9
$4.48M 1.91%
14,025
-25,688
10
$4.35M 1.86%
+83,806
11
$3.81M 1.63%
+23,873
12
$3.75M 1.6%
+145,213
13
$3.53M 1.51%
+32,519
14
$3.44M 1.47%
+15,579
15
$3.44M 1.47%
66,791
+49,710
16
$3.14M 1.34%
17,595
+14,229
17
$3.04M 1.3%
+65,431
18
$3.01M 1.29%
+137,174
19
$3.01M 1.29%
+134,620
20
$3M 1.28%
17,017
+11,278
21
$3M 1.28%
+103,111
22
$3M 1.28%
68,019
+45,299
23
$2.99M 1.28%
+79,449
24
$2.99M 1.28%
+77,118
25
$2.99M 1.28%
86,418
+57,516
1
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