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
$269M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$8.44M
3
+$8.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.56M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.72M

Top Sells

1
+$38.1M
2
+$23.3M
3
+$8.42M
4
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$4.89M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.53M

Sector Composition

1 Technology 7.12%
2 Consumer Discretionary 3.81%
3 Industrials 2.79%
4 Healthcare 2.52%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22.4K 0.01%
511
+128
302
$22.1K 0.01%
500
303
$21.8K 0.01%
180
+33
304
$21.6K 0.01%
208
-50
305
$21.1K 0.01%
188
306
$21K 0.01%
93
-180
307
$20.9K 0.01%
500
308
$20.4K 0.01%
457
-920
309
$20.3K 0.01%
+202
310
$20.3K 0.01%
210
+1
311
$20.1K 0.01%
544
+332
312
$20K 0.01%
414
-627
313
$20K 0.01%
97
314
$19.8K 0.01%
+139
315
$19.7K 0.01%
+845
316
$19.6K 0.01%
121
317
$19.5K 0.01%
375
-1,497
318
$19.5K 0.01%
+390
319
$19.3K 0.01%
537
-333
320
$19.2K 0.01%
91
+56
321
$19K 0.01%
400
-22,929
322
$18.9K 0.01%
376
-307
323
$18.6K 0.01%
445
-1,107
324
$18.4K 0.01%
384
+221
325
$18.4K 0.01%
2,000
11 12
13
14 15