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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.01%
1,759
252
$43.4K 0.01%
1,346
-12
253
$42.6K 0.01%
1,446
254
$41.5K 0.01%
851
-1,031
255
$41.2K 0.01%
+143
256
$40.4K 0.01%
534
+400
257
$39.9K 0.01%
1,951
+248
258
$39.6K 0.01%
1,359
-594
259
$39.4K 0.01%
468
-855
260
$38.8K 0.01%
296
261
$38.4K 0.01%
673
+6
262
$38K 0.01%
334
-35
263
$36.9K 0.01%
1,070
-139
264
$36.5K 0.01%
287
265
$36.3K 0.01%
+1,421
266
$35.8K 0.01%
2,000
+500
267
$35.3K 0.01%
259
+51
268
$35K 0.01%
590
-333
269
$34.9K 0.01%
270
-85
270
$34.9K 0.01%
903
-6
271
$34.4K 0.01%
56
-5
272
$34.4K 0.01%
64
273
$34K 0.01%
98
+1
274
$33.9K 0.01%
186
-35
275
$33.7K 0.01%
914
9 10
11
12 13