OLVIG
Oliver Lagore Vanvalin Investment Group Portfolio holdings
AUM
$255M
This Quarter Return
-2.5%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
-$13.1M
(-4.9%)
Cap. Flow
-$1.88M
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
54.86%
Holding
1,034
New
116
Increased
184
Reduced
265
Closed
64
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$18.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.5M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$10.4M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$9.02M |
| 5 |
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% |
