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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9.76K ﹤0.01%
134
+60
427
$9.75K ﹤0.01%
37
+6
428
$9.7K ﹤0.01%
186
429
$9.7K ﹤0.01%
+395
430
$9.63K ﹤0.01%
122
431
$9.48K ﹤0.01%
338
-19
432
$9.48K ﹤0.01%
90
433
$9.45K ﹤0.01%
38
434
$9.42K ﹤0.01%
93
-162
435
$9.42K ﹤0.01%
95
436
$9.4K ﹤0.01%
85
437
$9.35K ﹤0.01%
88
438
$9.29K ﹤0.01%
632
439
$9.29K ﹤0.01%
67
440
$9.26K ﹤0.01%
235
441
$9.14K ﹤0.01%
80
-41
442
$8.91K ﹤0.01%
11
443
$8.86K ﹤0.01%
100
444
$8.78K ﹤0.01%
86
+1
445
$8.72K ﹤0.01%
1,000
446
$8.64K ﹤0.01%
105
447
$8.62K ﹤0.01%
+43
448
$8.4K ﹤0.01%
31
-5
449
$8.38K ﹤0.01%
750
450
$7.94K ﹤0.01%
33
16 17
18
19 20