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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13.6K ﹤0.01%
+150
402
$13.5K ﹤0.01%
2,635
+88
403
$13.5K ﹤0.01%
546
-79
404
$13.4K ﹤0.01%
171
+8
405
$13.4K ﹤0.01%
1,160
406
$13.4K ﹤0.01%
68
407
$13.3K ﹤0.01%
783
408
$13.3K ﹤0.01%
175
409
$13.1K ﹤0.01%
173
+1
410
$13.1K ﹤0.01%
70
411
$13.1K ﹤0.01%
241
+10
412
$13K ﹤0.01%
126
413
$13K ﹤0.01%
200
414
$12.9K ﹤0.01%
335
+7
415
$12.9K ﹤0.01%
1,001
416
$12.8K ﹤0.01%
69
417
$12.7K ﹤0.01%
730
418
$12.7K ﹤0.01%
46
419
$12.4K ﹤0.01%
125
-5
420
$12.3K ﹤0.01%
175
-75
421
$12.1K ﹤0.01%
160
-140
422
$11.9K ﹤0.01%
150
423
$11.8K ﹤0.01%
441
-40
424
$11.7K ﹤0.01%
80
425
$11.6K ﹤0.01%
+87
15 16
17
18 19