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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17.2K 0.01%
289
352
$17.1K 0.01%
163
353
$17K 0.01%
890
354
$16.7K ﹤0.01%
144
-18
355
$16.5K ﹤0.01%
95
356
$16.5K ﹤0.01%
180
-6,168
357
$16.2K ﹤0.01%
241
358
$16.1K ﹤0.01%
98
+3
359
$15.9K ﹤0.01%
+89
360
$15.9K ﹤0.01%
+3,000
361
$15.8K ﹤0.01%
114
-11
362
$15.6K ﹤0.01%
+500
363
$15.4K ﹤0.01%
200
364
$15.4K ﹤0.01%
194
+22
365
$15.4K ﹤0.01%
940
366
$15.3K ﹤0.01%
90
-70
367
$15.2K ﹤0.01%
1,000
368
$15K ﹤0.01%
+1,000
369
$14.8K ﹤0.01%
163
+34
370
$14.7K ﹤0.01%
9
371
$14.4K ﹤0.01%
101
372
$14.4K ﹤0.01%
+941
373
$14.3K ﹤0.01%
153
-308
374
$14.2K ﹤0.01%
154
-5
375
$14.2K ﹤0.01%
1,977
13 14
15
16 17