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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$48.5K 0.01%
997
-4
252
$48.4K 0.01%
400
-381
253
$47.8K 0.01%
3,300
254
$47.4K 0.01%
644
-32
255
$47K 0.01%
1,446
256
$45.1K 0.01%
600
-146
257
$45K 0.01%
143
258
$44.3K 0.01%
1,888
-2
259
$44.2K 0.01%
200
-10
260
$44.1K 0.01%
4,000
261
$43.5K 0.01%
851
262
$43.3K 0.01%
74
+10
263
$42.3K 0.01%
205
264
$42K 0.01%
296
265
$41.4K 0.01%
3,000
266
$41.3K 0.01%
1,242
-24
267
$41.3K 0.01%
468
268
$39.9K 0.01%
1,371
-95
269
$38.6K 0.01%
617
-149
270
$38.1K 0.01%
334
271
$38K 0.01%
881
+46
272
$37.9K 0.01%
1,000
273
$37.7K 0.01%
850
-30
274
$37.6K 0.01%
685
275
$37.2K 0.01%
360
9 10
11
12 13