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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$28.2K 0.01%
51
-6
302
$27.5K 0.01%
64
+2
303
$26.5K 0.01%
+1,000
304
$26.4K 0.01%
400
+200
305
$26.3K 0.01%
507
+142
306
$26.2K 0.01%
615
-12
307
$26.1K 0.01%
152
-34
308
$25.8K 0.01%
369
-86
309
$25.7K 0.01%
585
-110,584
310
$25.3K 0.01%
616
-20
311
$25.3K 0.01%
656
-51
312
$25.1K 0.01%
400
313
$25K 0.01%
181
-89
314
$24.8K 0.01%
255
+158
315
$24.7K 0.01%
139
-58
316
$24.6K 0.01%
188
317
$24.1K 0.01%
121
318
$24K 0.01%
809
+175
319
$23.8K 0.01%
612
-458
320
$23.6K 0.01%
248
321
$23.2K 0.01%
296
-380
322
$23.2K 0.01%
581
-88
323
$23.1K 0.01%
175
324
$23.1K 0.01%
28
+17
325
$23.1K 0.01%
604
+33
11 12
13
14 15