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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11.5K ﹤0.01%
496
+280
427
$11.4K ﹤0.01%
40
428
$11.4K ﹤0.01%
153
429
$11K ﹤0.01%
165
-85
430
$11K ﹤0.01%
387
-227
431
$10.8K ﹤0.01%
260
-504
432
$10.6K ﹤0.01%
38
433
$10.5K ﹤0.01%
105
434
$10.4K ﹤0.01%
137
+110
435
$10.4K ﹤0.01%
+800
436
$10.4K ﹤0.01%
407
+6
437
$10.4K ﹤0.01%
100
438
$10.4K ﹤0.01%
275
439
$10.3K ﹤0.01%
632
440
$10.2K ﹤0.01%
1,000
441
$10.1K ﹤0.01%
1,500
442
$10.1K ﹤0.01%
394
-77,117
443
$9.95K ﹤0.01%
67
444
$9.88K ﹤0.01%
235
445
$9.78K ﹤0.01%
186
446
$9.77K ﹤0.01%
299
-89
447
$9.6K ﹤0.01%
104
-40
448
$9.6K ﹤0.01%
+139
449
$9.59K ﹤0.01%
106
-94
450
$9.51K ﹤0.01%
+1,000
16 17
18
19 20