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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.6K 0.01%
72
+41
352
$21.6K 0.01%
165
-16
353
$21.5K 0.01%
639
354
$20.7K 0.01%
+213
355
$20.6K 0.01%
493
-65
356
$20.6K 0.01%
212
+1
357
$20.5K 0.01%
261
-77,635
358
$20.4K 0.01%
161
-39
359
$20.2K 0.01%
3,750
360
$20K 0.01%
169
361
$20K 0.01%
389
+31
362
$20K 0.01%
+425
363
$19.9K 0.01%
43
364
$19.8K 0.01%
289
-19
365
$19.7K 0.01%
+143
366
$19.5K 0.01%
200
367
$19.4K 0.01%
+183
368
$19.3K ﹤0.01%
890
369
$19.3K ﹤0.01%
479
-32,038
370
$19.3K ﹤0.01%
663
-1,091
371
$19.2K ﹤0.01%
2,000
372
$19K ﹤0.01%
9
373
$18.7K ﹤0.01%
429
-31
374
$18.4K ﹤0.01%
146
+31
375
$18.3K ﹤0.01%
108
13 14
15
16 17