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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.7K ﹤0.01%
135
377
$13.3K ﹤0.01%
40
378
$13.1K ﹤0.01%
42
-1
379
$12.9K ﹤0.01%
1,000
380
$12.5K ﹤0.01%
90
381
$12.4K ﹤0.01%
328
-13
382
$12.4K ﹤0.01%
444
+16
383
$12.3K ﹤0.01%
49
384
$12.3K ﹤0.01%
154
+141
385
$12.2K ﹤0.01%
49
386
$12.2K ﹤0.01%
116
+26
387
$12.2K ﹤0.01%
+378
388
$12K ﹤0.01%
541
-154
389
$11.9K ﹤0.01%
200
390
$11.9K ﹤0.01%
500
391
$11.9K ﹤0.01%
174
-110
392
$11.8K ﹤0.01%
+2,000
393
$11.7K ﹤0.01%
40
394
$11.7K ﹤0.01%
90
395
$11.4K ﹤0.01%
42
396
$11.3K ﹤0.01%
500
+366
397
$11.3K ﹤0.01%
150
398
$11.2K ﹤0.01%
+56
399
$11.1K ﹤0.01%
313
+7
400
$11.1K ﹤0.01%
118
14 15
16
17 18