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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27.7K 0.01%
602
+82
327
$27.6K 0.01%
133
-20
328
$27.5K 0.01%
2,400
329
$27.4K 0.01%
246
330
$27.3K 0.01%
+247
331
$26.8K 0.01%
+354
332
$26.4K 0.01%
+363
333
$25.9K 0.01%
949
+140
334
$25.9K 0.01%
+979
335
$25.4K 0.01%
440
336
$25.3K 0.01%
953
+55
337
$25.2K 0.01%
290
338
$24.9K 0.01%
537
+32
339
$24.9K 0.01%
298
-1
340
$24.2K 0.01%
405
-40
341
$24.2K 0.01%
469
-199
342
$24.1K 0.01%
+699
343
$24K 0.01%
904
+689
344
$23.8K 0.01%
+314
345
$23.5K 0.01%
642
-163
346
$23.5K 0.01%
+702
347
$23.2K 0.01%
5,575
-5
348
$22.9K 0.01%
358
+23
349
$22.7K 0.01%
439
350
$22.5K 0.01%
+467
12 13
14
15 16