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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.8K ﹤0.01%
69
402
$11.6K ﹤0.01%
70
-28
403
$11.5K ﹤0.01%
+200
404
$11.4K ﹤0.01%
+1,000
405
$11.3K ﹤0.01%
206
+100
406
$11.1K ﹤0.01%
80
407
$11.1K ﹤0.01%
+560
408
$11.1K ﹤0.01%
36
+8
409
$11.1K ﹤0.01%
+400
410
$11K ﹤0.01%
40
411
$10.9K ﹤0.01%
63
-1,262
412
$10.7K ﹤0.01%
357
-674
413
$10.6K ﹤0.01%
150
414
$10.5K ﹤0.01%
76
415
$10.3K ﹤0.01%
1,500
416
$10.2K ﹤0.01%
+200
417
$10.1K ﹤0.01%
+95
418
$9.99K ﹤0.01%
125
419
$9.78K ﹤0.01%
180
420
$9.7K ﹤0.01%
+94
421
$9.6K ﹤0.01%
349
+100
422
$9.52K ﹤0.01%
275
423
$9.49K ﹤0.01%
200
424
$9.39K ﹤0.01%
85
425
$9.34K ﹤0.01%
355
+104
15 16
17
18 19