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
351
$22.2K 0.01%
264
+159
352
$22.2K 0.01%
266
-110
353
$22.2K 0.01%
571
+133
354
$22.1K 0.01%
189
+64
355
$21.7K 0.01%
+1,000
356
$21.6K 0.01%
181
-75
357
$21.6K 0.01%
500
358
$21.5K 0.01%
209
+1
359
$21.3K 0.01%
500
360
$21.2K 0.01%
46
361
$21.1K 0.01%
457
-87
362
$20.9K 0.01%
1,112
+300
363
$20.8K 0.01%
37
-3
364
$20.7K 0.01%
1,400
365
$20.6K 0.01%
578
366
$20.5K 0.01%
100
367
$20.3K 0.01%
251
+1
368
$20.1K 0.01%
47
369
$19.6K 0.01%
2,000
370
$19.3K 0.01%
+420
371
$19.3K 0.01%
48
-1
372
$19.2K 0.01%
185
+47
373
$19.2K 0.01%
+1,308
374
$19.1K 0.01%
166
375
$19K 0.01%
1,070
13 14
15
16 17