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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18.7K 0.01%
+173
377
$18.7K 0.01%
163
+23
378
$18.5K 0.01%
84
-48
379
$18.4K 0.01%
258
380
$18.2K 0.01%
176
+20
381
$18.2K 0.01%
180
382
$18K 0.01%
450
+150
383
$17.8K 0.01%
+643
384
$17.8K 0.01%
39
385
$17.3K 0.01%
865
-96
386
$17.2K 0.01%
2,000
387
$17.1K 0.01%
500
388
$16.9K 0.01%
500
389
$16.8K 0.01%
345
+9
390
$16.7K 0.01%
93
391
$16.6K 0.01%
1,000
392
$16.4K 0.01%
811
393
$16.1K 0.01%
97
394
$16K 0.01%
363
-20
395
$15.8K 0.01%
91
396
$15.7K 0.01%
+257
397
$15.5K 0.01%
+872
398
$15.5K 0.01%
66
399
$15.4K 0.01%
500
400
$15.3K 0.01%
68
14 15
16
17 18