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
$269M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$8.44M
3
+$8.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.56M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.72M

Top Sells

1
+$38.1M
2
+$23.3M
3
+$8.42M
4
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$4.89M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.53M

Sector Composition

1 Technology 7.12%
2 Consumer Discretionary 3.81%
3 Industrials 2.79%
4 Healthcare 2.52%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18.3K 0.01%
1,000
327
$18.2K 0.01%
414
-713
328
$18.1K 0.01%
125
-54
329
$17.8K 0.01%
284
+123
330
$17.8K 0.01%
165
-16
331
$17.8K 0.01%
282
+121
332
$17.8K 0.01%
890
333
$17.7K 0.01%
59
334
$17.6K 0.01%
+163
335
$17.4K 0.01%
940
336
$17.4K 0.01%
334
+88
337
$17.3K 0.01%
477
-27
338
$16.8K 0.01%
1,000
-92,026
339
$16.6K 0.01%
160
340
$16.5K 0.01%
162
-7
341
$16.4K 0.01%
+719
342
$16.3K 0.01%
66
343
$16.3K 0.01%
178
344
$16.3K 0.01%
91
345
$16.3K 0.01%
+683
346
$16.2K 0.01%
125
347
$16K 0.01%
1,000
-1,983
348
$15.9K 0.01%
241
-100
349
$15.7K 0.01%
68
350
$15.6K 0.01%
200
12 13
14
15 16