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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51.1K 0.01%
845
+645
252
$49.4K 0.01%
397
-19
253
$48K 0.01%
1,446
254
$46.9K 0.01%
364
-59
255
$46.7K 0.01%
+4,144
256
$46.6K 0.01%
3,300
257
$46.4K 0.01%
1,650
258
$46.1K 0.01%
143
259
$45.8K 0.01%
513
-95
260
$45.4K 0.01%
+4,064
261
$45.3K 0.01%
205
262
$45.2K 0.01%
425
+25
263
$44.9K 0.01%
1,970
-1,043
264
$44.7K 0.01%
837
265
$44.4K 0.01%
135
+23
266
$44K 0.01%
400
267
$44K 0.01%
200
268
$43.8K 0.01%
98
+5
269
$43.4K 0.01%
617
270
$43.4K 0.01%
851
271
$43.2K 0.01%
3,000
272
$43.2K 0.01%
792
+503
273
$43.2K 0.01%
1,377
+6
274
$43K 0.01%
4,000
275
$41.4K 0.01%
468
9 10
11
12 13