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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.2K 0.01%
837
252
$44K 0.01%
947
+359
253
$43.4K 0.01%
4,000
254
$43.2K 0.01%
641
-21
255
$42.6K 0.01%
1,890
-1,487
256
$42.6K 0.01%
553
-375
257
$42.5K 0.01%
143
258
$42.5K 0.01%
1,466
+107
259
$41K 0.01%
3,000
+2,000
260
$40.9K 0.01%
819
+146
261
$39.9K 0.01%
1,266
-80
262
$39.8K 0.01%
851
263
$39.8K 0.01%
797
-28
264
$38.8K 0.01%
673
+83
265
$38K 0.01%
685
+80
266
$37.9K 0.01%
468
267
$37.6K 0.01%
296
268
$37.5K 0.01%
285
+75
269
$36.5K 0.01%
246
270
$36.3K 0.01%
+210
271
$36.1K 0.01%
205
272
$35.3K 0.01%
431
-91
273
$35.1K 0.01%
595
+247
274
$35.1K 0.01%
865
275
$35.1K 0.01%
3,000
9 10
11
12 13