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
326
$22.6K 0.01%
100
327
$21.9K 0.01%
17
-9
328
$21.5K 0.01%
+210
329
$21.3K 0.01%
200
330
$21.1K 0.01%
910
+287
331
$21K 0.01%
47
-21
332
$20.6K 0.01%
460
-39
333
$20.4K 0.01%
376
334
$20.3K 0.01%
+1,800
335
$20.3K 0.01%
211
+1
336
$19.9K 0.01%
451
-393
337
$19.5K 0.01%
3,750
338
$19.2K 0.01%
+112
339
$19.1K 0.01%
+200
340
$18.6K 0.01%
2,000
341
$18.1K 0.01%
1,251
+251
342
$18.1K 0.01%
+953
343
$17.9K 0.01%
+57
344
$17.9K 0.01%
1,000
345
$17.8K 0.01%
+300
346
$17.8K 0.01%
500
+424
347
$17.7K 0.01%
260
348
$17.6K 0.01%
940
349
$17.6K 0.01%
596
+416
350
$17.6K 0.01%
890
12 13
14
15 16