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
451
$7.19K ﹤0.01%
2,910
-30
452
$7.18K ﹤0.01%
500
453
$7.15K ﹤0.01%
33
454
$7.13K ﹤0.01%
106
455
$7.08K ﹤0.01%
+400
456
$6.98K ﹤0.01%
12
-6
457
$6.84K ﹤0.01%
186
-203
458
$6.8K ﹤0.01%
200
459
$6.76K ﹤0.01%
251
-282
460
$6.76K ﹤0.01%
235
461
$6.72K ﹤0.01%
2,573
462
$6.67K ﹤0.01%
12
463
$6.61K ﹤0.01%
100
464
$6.6K ﹤0.01%
288
-266
465
$6.57K ﹤0.01%
128
466
$6.5K ﹤0.01%
+460
467
$6.48K ﹤0.01%
15
468
$6.48K ﹤0.01%
25
469
$6.46K ﹤0.01%
249
-271
470
$6.44K ﹤0.01%
70
471
$6.36K ﹤0.01%
61
472
$6.29K ﹤0.01%
400
473
$6.21K ﹤0.01%
150
-150
474
$6.1K ﹤0.01%
78
475
$6.06K ﹤0.01%
+204
17 18
19
20 21