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
326
$24K 0.01%
291
-243
327
$23.9K 0.01%
231
-54
328
$23.8K 0.01%
267
-164
329
$23.5K 0.01%
200
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$23.3K 0.01%
571
-85
331
$23K 0.01%
400
332
$23K 0.01%
200
333
$22.9K 0.01%
69
+31
334
$22.8K 0.01%
376
335
$22.6K 0.01%
342
-506
336
$22.4K 0.01%
460
337
$22.1K 0.01%
211
338
$21.5K 0.01%
+411
339
$21K 0.01%
335
-260
340
$20.6K 0.01%
3,750
341
$20.6K 0.01%
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342
$20.5K 0.01%
169
-253
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$20.4K 0.01%
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344
$20.3K 0.01%
500
345
$19.7K 0.01%
308
+19
346
$19.3K 0.01%
43
347
$19.1K 0.01%
481
-100
348
$19K 0.01%
1,000
349
$18.9K 0.01%
639
+535
350
$18.9K 0.01%
108
12 13
14
15 16