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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33.3K 0.01%
+1,759
302
$32.3K 0.01%
88
303
$32.2K 0.01%
1,019
-98
304
$32.2K 0.01%
36
-2
305
$31.9K 0.01%
1,700
306
$31.4K 0.01%
368
-68
307
$31.3K 0.01%
60
-11
308
$31.3K 0.01%
881
-20
309
$30.9K 0.01%
178
-5
310
$30.3K 0.01%
250
311
$30.3K 0.01%
+1,079
312
$30.2K 0.01%
940
313
$29.9K 0.01%
97
314
$29.6K 0.01%
438
+201
315
$29.5K 0.01%
360
316
$29.3K 0.01%
175
317
$29.3K 0.01%
+568
318
$29.2K 0.01%
3,000
319
$29K 0.01%
+865
320
$28.9K 0.01%
1,533
+1,420
321
$28.5K 0.01%
205
322
$28.4K 0.01%
417
323
$28.1K 0.01%
3,000
324
$27.9K 0.01%
277
-68
325
$27.7K 0.01%
327
-55
11 12
13
14 15