OLVIG

Oliver Lagore Vanvalin Investment Group Portfolio holdings

AUM $255M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.2K 0.02%
+1,860
227
$61.8K 0.02%
1,265
-27
228
$61.7K 0.02%
2,340
+5
229
$61.3K 0.02%
+1,936
230
$60.1K 0.02%
4,264
-195
231
$60K 0.02%
688
-645
232
$59.9K 0.02%
200
233
$58.8K 0.02%
2,128
-63
234
$58.6K 0.02%
+2,355
235
$57.5K 0.02%
1,219
-6
236
$57.2K 0.02%
+2,478
237
$57K 0.02%
1,372
+214
238
$56.4K 0.02%
9,119
239
$55.9K 0.02%
+1,768
240
$54.7K 0.02%
765
+385
241
$54.3K 0.02%
+1,725
242
$54.1K 0.02%
+2,091
243
$52.8K 0.02%
1,708
+333
244
$52.2K 0.02%
582
245
$52K 0.02%
+1,618
246
$51.8K 0.02%
428
-11
247
$51.7K 0.02%
+1,327
248
$51.3K 0.02%
676
249
$50.6K 0.02%
550
+35
250
$50.6K 0.02%
206
+1
8 9
10
11 12