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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$29.9K 0.01%
209
+132
302
$29.8K 0.01%
937
+128
303
$29.5K 0.01%
665
+50
304
$29.5K 0.01%
839
-50
305
$29.3K 0.01%
475
-198
306
$29.2K 0.01%
535
-500
307
$29.2K 0.01%
230
-83
308
$28.6K 0.01%
112
309
$28.5K 0.01%
55
+8
310
$28.2K 0.01%
712
+382
311
$27.6K 0.01%
1,094
-152
312
$27.4K 0.01%
161
+40
313
$26.4K 0.01%
188
314
$26.3K 0.01%
812
+361
315
$25.9K 0.01%
234
-552
316
$25.8K 0.01%
181
317
$25.6K 0.01%
183
+115
318
$25.4K 0.01%
296
319
$25.2K 0.01%
1,000
320
$25.2K 0.01%
981
-123
321
$24.6K 0.01%
100
322
$24.5K 0.01%
17
323
$24.4K 0.01%
+737
324
$24.4K 0.01%
248
325
$24.1K 0.01%
122
-30
11 12
13
14 15