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
$269M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$8.44M
3
+$8.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.56M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.72M

Top Sells

1
+$38.1M
2
+$23.3M
3
+$8.42M
4
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$4.89M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.53M

Sector Composition

1 Technology 7.12%
2 Consumer Discretionary 3.81%
3 Industrials 2.79%
4 Healthcare 2.52%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7.78K ﹤0.01%
+40
452
$7.78K ﹤0.01%
423
453
$7.74K ﹤0.01%
191
-6
454
$7.72K ﹤0.01%
53
455
$7.72K ﹤0.01%
1,000
456
$7.63K ﹤0.01%
81
457
$7.57K ﹤0.01%
+100
458
$7.45K ﹤0.01%
206
+101
459
$7.43K ﹤0.01%
100
460
$7.34K ﹤0.01%
34
+10
461
$7.25K ﹤0.01%
9
462
$7.21K ﹤0.01%
+98
463
$7.2K ﹤0.01%
115
-497
464
$7.16K ﹤0.01%
180
465
$7.14K ﹤0.01%
60
+24
466
$7.05K ﹤0.01%
71
-416
467
$7.04K ﹤0.01%
+350
468
$7K ﹤0.01%
1
469
$6.96K ﹤0.01%
748
-5
470
$6.96K ﹤0.01%
90
-397
471
$6.95K ﹤0.01%
127
-338
472
$6.76K ﹤0.01%
2,940
473
$6.67K ﹤0.01%
181
474
$6.64K ﹤0.01%
235
475
$6.57K ﹤0.01%
289
+81
17 18
19
20 21