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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$28.7K 0.01%
122
-15
302
$28.6K 0.01%
1,132
+1,098
303
$28.6K 0.01%
865
304
$28.4K 0.01%
937
-3
305
$28.3K 0.01%
278
+98
306
$28K 0.01%
266
+16
307
$27.8K 0.01%
612
-203
308
$27.4K 0.01%
+1,129
309
$27.3K 0.01%
1,703
+303
310
$27.1K 0.01%
3,000
311
$26.7K 0.01%
355
-410
312
$26.6K 0.01%
1,020
+71
313
$26.5K 0.01%
645
+43
314
$26.4K 0.01%
143
+10
315
$26K 0.01%
569
+32
316
$26K 0.01%
1,012
+59
317
$25.9K 0.01%
3,000
318
$25.8K 0.01%
953
-47
319
$25.7K 0.01%
696
+196
320
$25.7K 0.01%
46
+9
321
$25.2K 0.01%
2,400
322
$25.2K 0.01%
1,500
+430
323
$25K 0.01%
360
324
$24.7K 0.01%
246
325
$24.2K 0.01%
667
+89
11 12
13
14 15