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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27.8K 0.01%
246
302
$27.7K 0.01%
348
-18
303
$27.3K 0.01%
175
304
$26.9K 0.01%
627
+28
305
$26.8K 0.01%
636
+631
306
$26.7K 0.01%
588
+51
307
$26K 0.01%
248
308
$25.9K 0.01%
571
+188
309
$25.6K 0.01%
88
310
$25.1K 0.01%
936
+906
311
$25.1K 0.01%
598
-255
312
$25K 0.01%
121
313
$24.8K 0.01%
210
+209
314
$24.7K 0.01%
166
+113
315
$24.6K 0.01%
188
316
$24.6K 0.01%
169
+89
317
$24.6K 0.01%
100
318
$24.5K 0.01%
124
+66
319
$24.5K 0.01%
366
+300
320
$24.5K 0.01%
119
-24
321
$24.1K 0.01%
1,000
322
$23.5K 0.01%
62
-8
323
$23.3K 0.01%
+400
324
$22.8K 0.01%
499
-12
325
$22.5K 0.01%
210
11 12
13
14 15