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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37K 0.01%
865
277
$36.9K 0.01%
639
-503
278
$36.1K 0.01%
121
+99
279
$35.2K 0.01%
3,000
280
$35K 0.01%
1,951
-500
281
$34.7K 0.01%
3,000
282
$34.5K 0.01%
1,700
283
$34.3K 0.01%
93
+36
284
$33.8K 0.01%
166
+27
285
$33.3K 0.01%
2,110
286
$32.9K 0.01%
967
+85
287
$32.9K 0.01%
399
288
$32.8K 0.01%
902
-27
289
$32.5K 0.01%
42
+14
290
$32.4K 0.01%
1,100
+75
291
$32.3K 0.01%
64
292
$32.1K 0.01%
400
293
$31.7K 0.01%
570
+63
294
$31.5K 0.01%
51
295
$31.5K 0.01%
530
296
$31.5K 0.01%
3,000
297
$31.3K 0.01%
690
+74
298
$31K 0.01%
2,400
299
$31K 0.01%
790
+186
300
$30.2K 0.01%
287
10 11
12
13 14