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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10.8K ﹤0.01%
264
+2
427
$10.6K ﹤0.01%
500
428
$10.6K ﹤0.01%
200
429
$10.5K ﹤0.01%
624
-3,639
430
$10.5K ﹤0.01%
350
-997
431
$10.4K ﹤0.01%
275
432
$10.3K ﹤0.01%
109
-10
433
$10.2K ﹤0.01%
51
+39
434
$10.2K ﹤0.01%
369
-274
435
$10K ﹤0.01%
161
-14
436
$9.87K ﹤0.01%
+301
437
$9.85K ﹤0.01%
186
438
$9.84K ﹤0.01%
40
439
$9.78K ﹤0.01%
333
-1,031
440
$9.78K ﹤0.01%
163
441
$9.75K ﹤0.01%
121
442
$9.63K ﹤0.01%
80
443
$9.56K ﹤0.01%
134
444
$9.47K ﹤0.01%
300
445
$9.28K ﹤0.01%
+173
446
$9.23K ﹤0.01%
337
-166
447
$9.13K ﹤0.01%
280
+16
448
$9.05K ﹤0.01%
105
449
$9.05K ﹤0.01%
122
450
$8.98K ﹤0.01%
1,750
16 17
18
19 20