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
$269M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$8.44M
3
+$8.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.56M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.72M

Top Sells

1
+$38.1M
2
+$23.3M
3
+$8.42M
4
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$4.89M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.53M

Sector Composition

1 Technology 7.12%
2 Consumer Discretionary 3.81%
3 Industrials 2.79%
4 Healthcare 2.52%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15.5K 0.01%
95
352
$15.5K 0.01%
500
-437
353
$15.5K 0.01%
289
354
$15.3K 0.01%
68
-458
355
$14.9K 0.01%
823
-623
356
$14.5K 0.01%
95
+3
357
$14.5K 0.01%
300
+159
358
$14.5K 0.01%
846
+150
359
$14.3K 0.01%
695
-1,264
360
$13.9K 0.01%
+103
361
$13.9K 0.01%
95
-4,197
362
$13.8K 0.01%
101
363
$13.7K 0.01%
533
+154
364
$13.5K 0.01%
383
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365
$13.5K 0.01%
783
366
$13.4K 0.01%
172
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367
$13.4K 0.01%
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$13.4K 0.01%
389
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369
$13.4K 0.01%
+1,977
370
$13.1K ﹤0.01%
520
+146
371
$12.9K ﹤0.01%
164
-79
372
$12.9K ﹤0.01%
554
-3,036
373
$12.8K ﹤0.01%
313
-29,265
374
$12.8K ﹤0.01%
9
375
$12.7K ﹤0.01%
135
-192
13 14
15
16 17