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
$171M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Sells

1 +$2.61M
2 +$1.89M
3 +$1.89M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.73M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.61M

Sector Composition

1 Technology 3.43%
2 Consumer Discretionary 2.78%
3 Utilities 2.58%
4 Industrials 2.29%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K ﹤0.01%
600
+100
377
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570
378
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273
+23
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+135
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172
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$6K ﹤0.01%
128
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500
+400
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51
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+3
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$6K ﹤0.01%
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800
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62
+50