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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17.5K 0.01%
678
-258
352
$17.3K 0.01%
108
-26
353
$17.3K 0.01%
+400
354
$17.2K ﹤0.01%
67
355
$17.2K ﹤0.01%
+250
356
$16.7K ﹤0.01%
289
357
$16.6K ﹤0.01%
+43
358
$16.4K ﹤0.01%
+1,000
359
$16.1K ﹤0.01%
+520
360
$15.8K ﹤0.01%
95
361
$15.3K ﹤0.01%
500
362
$15.2K ﹤0.01%
51
-37
363
$15.2K ﹤0.01%
46
-13
364
$15.2K ﹤0.01%
9
365
$15K ﹤0.01%
1,000
366
$14.9K ﹤0.01%
101
367
$14.9K ﹤0.01%
958
+17
368
$14.9K ﹤0.01%
135
369
$14.8K ﹤0.01%
93
-21
370
$14.8K ﹤0.01%
1,977
371
$14.6K ﹤0.01%
144
372
$14.5K ﹤0.01%
144
-10
373
$14.4K ﹤0.01%
68
374
$14.2K ﹤0.01%
90
375
$14.2K ﹤0.01%
1,190
+524
13 14
15
16 17