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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.1K ﹤0.01%
783
402
$11K ﹤0.01%
186
403
$10.8K ﹤0.01%
69
404
$10.7K ﹤0.01%
115
-138
405
$10.7K ﹤0.01%
23
406
$10.6K ﹤0.01%
163
-15
407
$10.6K ﹤0.01%
80
408
$10.5K ﹤0.01%
122
409
$10.3K ﹤0.01%
275
410
$10.1K ﹤0.01%
608
-215
411
$10.1K ﹤0.01%
125
412
$9.78K ﹤0.01%
98
413
$9.77K ﹤0.01%
1,500
414
$9.75K ﹤0.01%
42
+2
415
$9.57K ﹤0.01%
200
416
$9.5K ﹤0.01%
97
+26
417
$9.4K ﹤0.01%
85
+43
418
$9.33K ﹤0.01%
105
419
$9.31K ﹤0.01%
1,757
420
$9.26K ﹤0.01%
303
+1
421
$9.22K ﹤0.01%
+70
422
$9.2K ﹤0.01%
300
423
$9.12K ﹤0.01%
172
424
$8.82K ﹤0.01%
226
+2
425
$8.82K ﹤0.01%
632
15 16
17
18 19