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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18.7K 0.01%
209
352
$18.3K 0.01%
334
+85
353
$17.8K 0.01%
695
-2,237
354
$17.5K 0.01%
890
-7,738
355
$17.5K 0.01%
500
356
$17.5K 0.01%
440
357
$17.4K 0.01%
1,000
358
$17.4K 0.01%
97
359
$17K 0.01%
504
-1,480
360
$16.9K 0.01%
59
+28
361
$16.8K 0.01%
892
+27
362
$16.8K 0.01%
121
+30
363
$16.7K 0.01%
181
+15
364
$16.6K 0.01%
2,000
365
$16.5K 0.01%
106
366
$16.4K 0.01%
136
-271
367
$16.3K 0.01%
188
-1
368
$15.8K 0.01%
+750
369
$15.8K 0.01%
356
+11
370
$15.7K 0.01%
+50
371
$15.7K 0.01%
532
-372
372
$15.4K 0.01%
+383
373
$15.3K 0.01%
109
-1
374
$15.2K 0.01%
160
375
$14.6K 0.01%
24
13 14
15
16 17