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
326
$26.3K 0.01%
939
327
$26.3K 0.01%
119
+107
328
$26.1K 0.01%
147
+25
329
$25.9K 0.01%
1,000
330
$25.8K 0.01%
839
331
$25.2K 0.01%
1,010
+70
332
$24.9K 0.01%
234
333
$24.6K 0.01%
183
334
$24.5K 0.01%
3,000
+2,000
335
$24.5K 0.01%
495
-4,715
336
$24.3K 0.01%
572
+72
337
$23.7K 0.01%
427
-48
338
$23.6K 0.01%
+550
339
$23.5K 0.01%
1,000
340
$23.1K 0.01%
100
341
$23.1K 0.01%
258
-33
342
$22.9K 0.01%
296
343
$22.8K 0.01%
376
344
$22.8K 0.01%
100
345
$22.7K 0.01%
362
+20
346
$22.4K 0.01%
67
347
$22.3K 0.01%
555
+20
348
$22.2K 0.01%
262
+103
349
$22.2K 0.01%
36
-271
350
$22K 0.01%
237
+1
12 13
14
15 16