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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.9K 0.02%
1,327
227
$62.7K 0.02%
1,000
228
$61.9K 0.02%
1,586
-686
229
$61K 0.02%
997
-5
230
$60.5K 0.02%
679
-22
231
$60.4K 0.02%
2,205
+1,705
232
$58.3K 0.01%
1,005
-190
233
$58K 0.01%
1,254
+1
234
$58K 0.01%
200
235
$57.8K 0.01%
119
-32
236
$57.2K 0.01%
323
237
$57.1K 0.01%
1,522
-623
238
$56.6K 0.01%
1,507
239
$55.3K 0.01%
1,043
+141
240
$55K 0.01%
1,076
241
$54.7K 0.01%
939
-255
242
$54.4K 0.01%
578
243
$54.1K 0.01%
2,318
-1,115
244
$54K 0.01%
1,759
245
$53.5K 0.01%
497
246
$53.4K 0.01%
2,930
247
$53.1K 0.01%
1,099
+409
248
$52.6K 0.01%
500
249
$51.8K 0.01%
802
+9
250
$51.6K 0.01%
521
+514
8 9
10
11 12