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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.9K ﹤0.01%
500
377
$13.9K ﹤0.01%
165
378
$13.8K ﹤0.01%
506
+62
379
$13.7K ﹤0.01%
+300
380
$13.7K ﹤0.01%
153
381
$13.4K ﹤0.01%
130
-33
382
$13.1K ﹤0.01%
330
+2
383
$13K ﹤0.01%
55
-66
384
$12.9K ﹤0.01%
783
385
$12.8K ﹤0.01%
+64
386
$12.8K ﹤0.01%
178
-101
387
$12.7K ﹤0.01%
320
+7
388
$12.7K ﹤0.01%
163
389
$12.7K ﹤0.01%
+1,025
390
$12.6K ﹤0.01%
+77
391
$12.6K ﹤0.01%
160
+6
392
$12.6K ﹤0.01%
541
393
$12.6K ﹤0.01%
17
+5
394
$12.5K ﹤0.01%
200
395
$12.4K ﹤0.01%
90
396
$12.1K ﹤0.01%
+401
397
$12K ﹤0.01%
115
398
$11.9K ﹤0.01%
22
-34
399
$11.9K ﹤0.01%
38
-4
400
$11.9K ﹤0.01%
279
+53
14 15
16
17 18