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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.7K 0.02%
644
+137
252
$44.6K 0.02%
3,806
-194
253
$44.4K 0.02%
276
254
$44.2K 0.02%
277
255
$44.2K 0.02%
4,759
-241
256
$43.4K 0.02%
1,122
-6
257
$42.9K 0.02%
355
-1,162
258
$42.5K 0.02%
3,300
259
$42.4K 0.02%
4,760
-240
260
$41.9K 0.02%
518
-22,939
261
$41.4K 0.02%
511
-496
262
$40.9K 0.02%
1,358
-350
263
$40.3K 0.02%
534
+34
264
$40K 0.02%
550
265
$39.8K 0.02%
1,200
+70
266
$39.2K 0.02%
445
+328
267
$39.2K 0.02%
3,806
-194
268
$38.7K 0.02%
88
269
$38.5K 0.02%
98
-206
270
$38.3K 0.02%
743
-2
271
$37.9K 0.02%
201
-33
272
$37.5K 0.01%
839
+400
273
$37.4K 0.01%
+1,429
274
$37.3K 0.01%
1,446
275
$37.1K 0.01%
909
+71
9 10
11
12 13