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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9.31K ﹤0.01%
259
+73
427
$9.29K ﹤0.01%
186
428
$9.23K ﹤0.01%
172
429
$9.2K ﹤0.01%
88
+8
430
$9.19K ﹤0.01%
38
-46
431
$9.17K ﹤0.01%
153
-10
432
$9.16K ﹤0.01%
+500
433
$9.14K ﹤0.01%
121
-53
434
$9.13K ﹤0.01%
+67
435
$9.04K ﹤0.01%
122
436
$9.01K ﹤0.01%
68
-22
437
$8.93K ﹤0.01%
+59
438
$8.72K ﹤0.01%
33
-1
439
$8.67K ﹤0.01%
335
+104
440
$8.65K ﹤0.01%
750
441
$8.63K ﹤0.01%
105
442
$8.45K ﹤0.01%
1,000
443
$8.34K ﹤0.01%
31
444
$8.33K ﹤0.01%
632
445
$8.1K ﹤0.01%
750
446
$7.95K ﹤0.01%
103
447
$7.82K ﹤0.01%
+159
448
$7.8K ﹤0.01%
+100
449
$7.78K ﹤0.01%
90
-26
450
$7.59K ﹤0.01%
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