OLVIG
Oliver Lagore Vanvalin Investment Group Portfolio holdings
AUM
$255M
This Quarter Return
+8.65%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$64M
(+24%)
Cap. Flow
+$42.9M
Cap. Flow
% of AUM
12.89%
Top 10 Holdings %
Top 10 Hldgs %
51.33%
Holding
879
New
83
Increased
170
Reduced
184
Closed
108
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$13M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$9.01M |
| 3 |
Sprott Uranium Miners ETF
URNM
|
+$5.22M |
| 4 |
ARK Innovation ETF
ARKK
|
+$4.77M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$4.43M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.37M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$8.04M |
| 3 |
Goldman Sachs Physical Gold ETF Shares
AAAU
|
+$4.38M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.48M |
| 5 |
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% |
