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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38.8K 0.01%
407
+105
277
$38.6K 0.01%
183
-29
278
$38.5K 0.01%
286
+6
279
$38.3K 0.01%
+1,202
280
$38.3K 0.01%
814
-330
281
$38K 0.01%
+1,446
282
$37.8K 0.01%
500
283
$37.1K 0.01%
+1,240
284
$37K 0.01%
507
285
$36.9K 0.01%
1,029
-96
286
$36.9K 0.01%
1,347
+145
287
$36.4K 0.01%
597
-12
288
$36.3K 0.01%
296
289
$36.2K 0.01%
400
290
$35.7K 0.01%
838
-7
291
$35.4K 0.01%
311
-9
292
$34.9K 0.01%
983
293
$34.5K 0.01%
+1,033
294
$34.4K 0.01%
289
-129
295
$34.1K 0.01%
150
296
$33.5K 0.01%
2,110
+1,715
297
$33.5K 0.01%
870
-377
298
$33.5K 0.01%
137
-20,501
299
$33.5K 0.01%
1,000
300
$33.4K 0.01%
104
10 11
12
13 14