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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12.3K ﹤0.01%
503
-1,852
402
$12.3K ﹤0.01%
2,000
403
$12.3K ﹤0.01%
92
+22
404
$12.1K ﹤0.01%
90
-1
405
$12.1K ﹤0.01%
66
406
$12K ﹤0.01%
1,000
407
$12K ﹤0.01%
783
-750
408
$11.9K ﹤0.01%
379
-1,557
409
$11.8K ﹤0.01%
49
410
$11.8K ﹤0.01%
97
+7
411
$11.7K ﹤0.01%
113
412
$11.7K ﹤0.01%
259
-161
413
$11.5K ﹤0.01%
125
414
$11.4K ﹤0.01%
40
415
$11.4K ﹤0.01%
301
416
$11.3K ﹤0.01%
233
-1
417
$11.2K ﹤0.01%
90
418
$11.2K ﹤0.01%
192
419
$11.1K ﹤0.01%
336
-306
420
$11.1K ﹤0.01%
423
-817
421
$11K ﹤0.01%
104
422
$11K ﹤0.01%
592
-8
423
$10.9K ﹤0.01%
200
-550
424
$10.9K ﹤0.01%
180
+30
425
$10.9K ﹤0.01%
424
-1,667
15 16
17
18 19