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
$223M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$18.6M
3
+$12.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$11.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.7M

Top Sells

1
+$30.8M
2
+$8.82M
3
+$3.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.03M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.86M

Sector Composition

1 Technology 2.68%
2 Consumer Discretionary 2.19%
3 Industrials 1.71%
4 Utilities 1.61%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.63K ﹤0.01%
400
-200
427
$7.58K ﹤0.01%
100
428
$7.48K ﹤0.01%
1,467
+1,117
429
$7.47K ﹤0.01%
100
+50
430
$7.43K ﹤0.01%
126
431
$7.38K ﹤0.01%
423
432
$7.34K ﹤0.01%
+50
433
$7.08K ﹤0.01%
+632
434
$7.07K ﹤0.01%
300
+100
435
$7.06K ﹤0.01%
104
436
$6.98K ﹤0.01%
200
+1
437
$6.96K ﹤0.01%
400
438
$6.96K ﹤0.01%
32
-20
439
$6.95K ﹤0.01%
250
440
$6.93K ﹤0.01%
109
441
$6.87K ﹤0.01%
181
442
$6.67K ﹤0.01%
24
-2
443
$6.57K ﹤0.01%
+49
444
$6.56K ﹤0.01%
339
-98
445
$6.53K ﹤0.01%
100
446
$6.49K ﹤0.01%
9
447
$6.47K ﹤0.01%
185
448
$6.45K ﹤0.01%
753
-17
449
$6.41K ﹤0.01%
215
+4
450
$6.39K ﹤0.01%
+395
16 17
18
19 20