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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.72K ﹤0.01%
+28
427
$8.67K ﹤0.01%
76
428
$8.49K ﹤0.01%
55
-40
429
$8.47K ﹤0.01%
30
430
$8.41K ﹤0.01%
34
-763
431
$8.38K ﹤0.01%
80
432
$8.32K ﹤0.01%
750
433
$8.27K ﹤0.01%
96
+31
434
$8.22K ﹤0.01%
704
-142
435
$8.16K ﹤0.01%
1,000
436
$8.1K ﹤0.01%
1
437
$8.01K ﹤0.01%
103
438
$7.97K ﹤0.01%
23
+11
439
$7.96K ﹤0.01%
106
+8
440
$7.93K ﹤0.01%
11
441
$7.92K ﹤0.01%
666
442
$7.92K ﹤0.01%
750
443
$7.92K ﹤0.01%
181
444
$7.88K ﹤0.01%
53
445
$7.84K ﹤0.01%
115
446
$7.68K ﹤0.01%
11
447
$7.68K ﹤0.01%
31
-8
448
$7.58K ﹤0.01%
423
449
$7.55K ﹤0.01%
100
450
$7.54K ﹤0.01%
180
16 17
18
19 20