OLVIG
Oliver Lagore Vanvalin Investment Group Portfolio holdings
AUM
$255M
This Quarter Return
-3.86%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
-$1.25B
(-89%)
Cap. Flow
-$1.16B
Cap. Flow
% of AUM
-779.68%
Top 10 Holdings %
Top 10 Hldgs %
49.15%
Holding
604
New
525
Increased
–
Reduced
67
Closed
–
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.37M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$3.17M |
| 3 |
ARK Web x.0 ETF
ARKW
|
+$2.26M |
| 4 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$2.02M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$1.83M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$157M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$150M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$127M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$123M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$85.4M |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Consumer Discretionary | 3.61% |
| 3 | Industrials | 3.22% |
| 4 | Consumer Staples | 3.01% |
| 5 | Utilities | 2.93% |
