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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18.4K ﹤0.01%
260
352
$18.3K ﹤0.01%
67
353
$18.3K ﹤0.01%
236
+58
354
$18.2K ﹤0.01%
200
+123
355
$17.7K ﹤0.01%
100
+7
356
$17.7K ﹤0.01%
973
+15
357
$17.6K ﹤0.01%
101
358
$17.6K ﹤0.01%
890
359
$17.5K ﹤0.01%
2,174
+197
360
$17.4K ﹤0.01%
147
+71
361
$17.4K ﹤0.01%
940
362
$17.1K ﹤0.01%
358
+199
363
$16.8K ﹤0.01%
95
364
$16.6K ﹤0.01%
9
365
$16.5K ﹤0.01%
51
366
$16.4K ﹤0.01%
344
-241
367
$16.2K ﹤0.01%
390
-56,870
368
$16.2K ﹤0.01%
250
+85
369
$16.1K ﹤0.01%
68
370
$16.1K ﹤0.01%
144
371
$16K ﹤0.01%
+614
372
$16K ﹤0.01%
126
-18
373
$15.9K ﹤0.01%
46
374
$15.9K ﹤0.01%
135
375
$15.7K ﹤0.01%
+625
13 14
15
16 17