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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$41.1K 0.01%
2,295
-705
277
$40.1K 0.01%
1,747
-141
278
$39.3K 0.01%
+1,420
279
$39.1K 0.01%
296
280
$39K 0.01%
1,239
-3
281
$38.6K 0.01%
244
+14
282
$38.6K 0.01%
685
283
$38.5K 0.01%
644
284
$37.9K 0.01%
816
-181
285
$37.8K 0.01%
334
286
$37.7K 0.01%
865
287
$37.6K 0.01%
412
-122
288
$36.2K 0.01%
630
+100
289
$36.2K 0.01%
600
290
$35.2K 0.01%
2,400
+2,000
291
$35.1K 0.01%
3,000
292
$34.7K 0.01%
172
+111
293
$34.4K 0.01%
639
294
$33.7K 0.01%
848
-2
295
$33.6K 0.01%
1,951
296
$32.9K 0.01%
177
+11
297
$32.6K 0.01%
252
-135
298
$32.6K 0.01%
188
299
$32.2K 0.01%
2,110
300
$31.5K 0.01%
248
10 11
12
13 14