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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33.6K 0.01%
865
277
$33.5K 0.01%
669
-70
278
$33.5K 0.01%
205
279
$33.1K 0.01%
57
-4
280
$32.8K 0.01%
605
+215
281
$32.8K 0.01%
1,700
282
$32.3K 0.01%
1,750
283
$32.3K 0.01%
1,031
+676
284
$32.3K 0.01%
455
-67
285
$32.2K 0.01%
26
-11
286
$31.7K 0.01%
400
287
$31.4K 0.01%
639
288
$30.7K 0.01%
530
289
$30.3K 0.01%
197
+58
290
$30.3K 0.01%
707
-5
291
$30.2K 0.01%
2,110
292
$29.5K 0.01%
448
-152
293
$29.5K 0.01%
360
294
$29.4K 0.01%
546
-21,440
295
$29.3K 0.01%
844
+300
296
$29.3K 0.01%
3,000
297
$29K 0.01%
68
+4
298
$28.9K 0.01%
2,400
299
$28.7K 0.01%
3,000
300
$28K 0.01%
+83
10 11
12
13 14