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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.8K 0.02%
1,000
227
$61.7K 0.02%
1,327
228
$61.7K 0.02%
225
+26
229
$60.9K 0.02%
416
-150
230
$59.5K 0.02%
200
231
$59.4K 0.02%
500
-285
232
$58.9K 0.02%
1,253
-105
233
$57.6K 0.02%
425
+1
234
$57.4K 0.02%
1,002
+183
235
$57.3K 0.02%
497
-82
236
$57.1K 0.02%
793
+152
237
$56.9K 0.02%
1,076
238
$55.6K 0.01%
578
239
$54.5K 0.01%
1,650
240
$53.4K 0.01%
423
-1
241
$53.1K 0.01%
837
242
$52.9K 0.01%
2,930
243
$52.1K 0.01%
534
+125
244
$52K 0.01%
1,759
245
$51.2K 0.01%
387
-264
246
$51.1K 0.01%
764
-350
247
$51K 0.01%
608
+55
248
$50.6K 0.01%
106
+90
249
$49.1K 0.01%
323
250
$48.6K 0.01%
902
+105
8 9
10
11 12