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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15.7K ﹤0.01%
+558
377
$15.7K ﹤0.01%
2,547
-10,489
378
$15.3K ﹤0.01%
17
379
$15.3K ﹤0.01%
163
380
$15.2K ﹤0.01%
90
381
$14.9K ﹤0.01%
500
382
$14.8K ﹤0.01%
528
-150
383
$14.8K ﹤0.01%
175
384
$14.7K ﹤0.01%
115
385
$14.7K ﹤0.01%
153
386
$14.6K ﹤0.01%
500
387
$14.4K ﹤0.01%
1,160
-30
388
$14.4K ﹤0.01%
1,001
-250
389
$14.3K ﹤0.01%
29
-27
390
$14.2K ﹤0.01%
130
391
$14.2K ﹤0.01%
783
392
$14.2K ﹤0.01%
541
393
$14.1K ﹤0.01%
250
-50
394
$13.8K ﹤0.01%
1,000
395
$13.5K ﹤0.01%
70
396
$13.5K ﹤0.01%
25
+3
397
$13.3K ﹤0.01%
159
-1
398
$12.8K ﹤0.01%
200
399
$12.8K ﹤0.01%
401
400
$12.5K ﹤0.01%
328
+8
14 15
16
17 18