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
$175M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$9.2M
3
+$8.14M
4
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$6.43M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.68M

Top Sells

1
+$33.7M
2
+$3.32M
3
+$1.56M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.06M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.04M

Sector Composition

1 Technology 2.68%
2 Consumer Discretionary 2.35%
3 Industrials 2.01%
4 Utilities 1.94%
5 Financials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.4K 0.01%
500
277
$19.1K 0.01%
336
+200
278
$19.1K 0.01%
274
+88
279
$19.1K 0.01%
469
280
$19K 0.01%
121
281
$18.8K 0.01%
+2,000
282
$18.7K 0.01%
1,105
-40
283
$18.6K 0.01%
182
-370
284
$18.4K 0.01%
156
285
$18.4K 0.01%
258
+38
286
$18.2K 0.01%
+2,000
287
$17.9K 0.01%
177
+53
288
$17.7K 0.01%
258
-14
289
$17.4K 0.01%
+100
290
$17.3K 0.01%
516
-303
291
$17.2K 0.01%
109
-9
292
$17K 0.01%
+1,070
293
$16.8K 0.01%
500
294
$16.7K 0.01%
350
-1,254
295
$16.7K 0.01%
503
-228
296
$16.6K 0.01%
+900
297
$16.6K 0.01%
208
+1
298
$16.6K 0.01%
+506
299
$16.4K 0.01%
+100
300
$16.3K 0.01%
180
10 11
12
13 14