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
$269M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$8.44M
3
+$8.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.56M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.72M

Top Sells

1
+$38.1M
2
+$23.3M
3
+$8.42M
4
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$4.89M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.53M

Sector Composition

1 Technology 7.12%
2 Consumer Discretionary 3.81%
3 Industrials 2.79%
4 Healthcare 2.52%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10.2K ﹤0.01%
+125
402
$10.2K ﹤0.01%
80
+11
403
$10.1K ﹤0.01%
160
404
$10K ﹤0.01%
300
405
$9.97K ﹤0.01%
129
406
$9.95K ﹤0.01%
355
+5
407
$9.91K ﹤0.01%
69
408
$9.87K ﹤0.01%
275
409
$9.69K ﹤0.01%
+140
410
$9.67K ﹤0.01%
310
-23
411
$9.56K ﹤0.01%
+384
412
$9.5K ﹤0.01%
150
-30
413
$9.46K ﹤0.01%
+200
414
$9.46K ﹤0.01%
18
-6
415
$9.45K ﹤0.01%
23
416
$9.36K ﹤0.01%
750
417
$9.16K ﹤0.01%
345
-158
418
$9.05K ﹤0.01%
410
-678
419
$8.99K ﹤0.01%
49
+7
420
$8.98K ﹤0.01%
122
421
$8.96K ﹤0.01%
306
+6
422
$8.96K ﹤0.01%
39
-12
423
$8.93K ﹤0.01%
134
424
$8.93K ﹤0.01%
58
-48
425
$8.91K ﹤0.01%
299
15 16
17
18 19