Laura Flanagan

@Oliver Luxxe Assets Llc

Latest period2024 - Q4

Reported12d ago

Managed Assets$577.144M

Total holdings186

Assets growth rate3.17%

Assets growth rate (2-Q avg)10.96%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Oliver Luxxe Assets Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Oliver Luxxe Assets Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 577.144M in assets, with a quarterly growth rate of 3.17% and a 2-quarter average growth rate of 10.96%. The portfolio is managed by Laura Flanagan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BSCVInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.05%	$245,565 15,300 shares@ $16.05 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.04%	$218,132 3,685 shares@ $59.2 avg price	New Position
ARTYIshares Tr Recent Activity New Position	0.04%	$213,096 5,748 shares@ $37.08 avg price	New Position