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
251
$48.9K 0.02%
+1,042
252
$48.5K 0.02%
750
253
$48.3K 0.02%
1,066
+66
254
$47.6K 0.02%
+4,000
255
$46.9K 0.02%
276
+243
256
$46.8K 0.02%
+4,000
257
$46.8K 0.02%
5,000
+4,800
258
$46.5K 0.02%
500
+440
259
$45.8K 0.02%
815
260
$45.1K 0.02%
+277
261
$44.3K 0.02%
+838
262
$44.1K 0.02%
+1,414
263
$43.9K 0.02%
811
-158
264
$42.5K 0.02%
3,300
+1,300
265
$42.4K 0.02%
234
-7
266
$42K 0.02%
1,130
267
$41.9K 0.02%
+481
268
$40.6K 0.01%
+1,364
269
$40.5K 0.01%
+1,849
270
$40.3K 0.01%
+2,965
271
$40.2K 0.01%
369
+119
272
$39.8K 0.01%
1,128
273
$39.7K 0.01%
745
274
$39.2K 0.01%
+5,000
275
$38.8K 0.01%
532
-9
9 10
11
12 13