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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.2K 0.02%
1,358
-78
227
$56.5K 0.02%
706
-11
228
$56K 0.02%
1,142
+503
229
$54.9K 0.02%
1,035
+710
230
$54.5K 0.02%
440
+20
231
$54.2K 0.02%
746
-135
232
$53.3K 0.02%
6,488
233
$52.4K 0.02%
1,076
234
$52K 0.01%
260
+136
235
$51.8K 0.01%
2,930
+930
236
$51.7K 0.01%
+424
237
$51.6K 0.01%
200
238
$50.6K 0.01%
424
-90
239
$49.5K 0.01%
422
+262
240
$48.6K 0.01%
766
-41
241
$46.9K 0.01%
534
242
$46.8K 0.01%
1,759
243
$46.7K 0.01%
1,001
-133
244
$46.5K 0.01%
2,451
+500
245
$46.1K 0.01%
3,300
246
$45.6K 0.01%
1,650
-5,259
247
$45.4K 0.01%
1,446
248
$45.4K 0.01%
578
249
$44.6K 0.01%
404
+3
250
$44.2K 0.01%
676
+32
8 9
10
11 12