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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34.7K 0.01%
334
277
$34.7K 0.01%
835
+237
278
$34.6K 0.01%
199
-60
279
$33.9K 0.01%
313
-301
280
$33.7K 0.01%
880
-23
281
$33.6K 0.01%
+404
282
$32.8K 0.01%
287
283
$32.7K 0.01%
56
-8
284
$32.6K 0.01%
64
-93
285
$32K 0.01%
1,700
286
$31.9K 0.01%
409
-113
287
$31.5K 0.01%
2,110
288
$31.3K 0.01%
1,246
-2,828
289
$31.1K 0.01%
929
+254
290
$30.7K 0.01%
+1,500
291
$30.3K 0.01%
360
292
$30K 0.01%
530
293
$30K 0.01%
399
-1
294
$29.5K 0.01%
3,000
295
$29.4K 0.01%
2,400
296
$29.2K 0.01%
3,000
297
$28.8K 0.01%
1,000
298
$28.6K 0.01%
889
-25
299
$28.4K 0.01%
1,104
-2,504
300
$28.2K 0.01%
882
+240
10 11
12
13 14