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
401
$14.8K 0.01%
+491
402
$14.7K 0.01%
110
403
$14.5K 0.01%
+639
404
$14.4K 0.01%
239
+1
405
$14.4K 0.01%
503
406
$14.4K 0.01%
101
407
$14.1K 0.01%
322
-197
408
$14.1K 0.01%
160
-190
409
$13.9K 0.01%
106
410
$13.9K 0.01%
249
411
$13.8K 0.01%
+175
412
$13.7K 0.01%
113
413
$13.7K 0.01%
301
-200
414
$13.6K 0.01%
316
-185
415
$13.6K 0.01%
289
416
$13.5K ﹤0.01%
127
-368
417
$13.4K ﹤0.01%
1,087
418
$13.3K ﹤0.01%
55
419
$13.2K ﹤0.01%
234
-22,097
420
$13.2K ﹤0.01%
40
421
$13.2K ﹤0.01%
91
422
$13.1K ﹤0.01%
600
+96
423
$13K ﹤0.01%
125
+25
424
$12.9K ﹤0.01%
180
+49
425
$12.8K ﹤0.01%
192
-19
15 16
17
18 19