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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$31.5K 0.01%
554
+210
302
$31.4K 0.01%
63
+8
303
$31.2K 0.01%
1,700
304
$30.9K 0.01%
360
305
$30.9K 0.01%
49
+7
306
$30.4K 0.01%
60
-14
307
$30.1K 0.01%
500
+100
308
$29.3K 0.01%
3,000
309
$29K 0.01%
235
+26
310
$28.7K 0.01%
1,095
+703
311
$28.5K 0.01%
287
312
$27.9K 0.01%
1,405
+105
313
$27.6K 0.01%
2,400
314
$27.4K 0.01%
399
315
$27.4K 0.01%
1,084
+698
316
$27.3K 0.01%
771
+489
317
$27.2K 0.01%
82
+13
318
$27.2K 0.01%
359
-2,298
319
$27K 0.01%
4,980
+3,863
320
$26.9K 0.01%
358
+303
321
$26.8K 0.01%
945
-8,372
322
$26.7K 0.01%
66
+2
323
$26.5K 0.01%
51
324
$26.5K 0.01%
793
-109
325
$26.4K 0.01%
1,040
+641
11 12
13
14 15