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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Sells

1 +$26M
2 +$6.59M
3 +$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$12.4K ﹤0.01%
730
+430
402
$12K ﹤0.01%
69
403
$11.5K ﹤0.01%
150
404
$11.5K ﹤0.01%
80
405
$11.4K ﹤0.01%
153
406
$11.4K ﹤0.01%
172
407
$11.2K ﹤0.01%
90
408
$11.2K ﹤0.01%
+300
409
$11.2K ﹤0.01%
392
+43
410
$11.2K ﹤0.01%
275
411
$11.1K ﹤0.01%
55
412
$11.1K ﹤0.01%
+289
413
$11K ﹤0.01%
500
-60
414
$10.9K ﹤0.01%
399
+64
415
$10.9K ﹤0.01%
+61
416
$10.8K ﹤0.01%
+1,000
417
$10.8K ﹤0.01%
1,500
418
$10.7K ﹤0.01%
282
+23
419
$10.7K ﹤0.01%
40
420
$10.7K ﹤0.01%
386
+31
421
$10.6K ﹤0.01%
231
-48
422
$10.2K ﹤0.01%
63
423
$10.2K ﹤0.01%
200
424
$10.1K ﹤0.01%
+202
425
$9.81K ﹤0.01%
1