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
451
$7.44K ﹤0.01%
85
-11
452
$7.44K ﹤0.01%
31
-11
453
$7.33K ﹤0.01%
100
454
$7.29K ﹤0.01%
+1,180
455
$7.13K ﹤0.01%
200
456
$7.11K ﹤0.01%
11
457
$7.02K ﹤0.01%
16
-7
458
$6.95K ﹤0.01%
15
459
$6.86K ﹤0.01%
500
460
$6.69K ﹤0.01%
70
461
$6.68K ﹤0.01%
53
462
$6.65K ﹤0.01%
+1,000
463
$6.48K ﹤0.01%
33
464
$6.41K ﹤0.01%
100
465
$6.37K ﹤0.01%
21
-77
466
$6.32K ﹤0.01%
61
467
$6.32K ﹤0.01%
400
468
$6.28K ﹤0.01%
70
469
$6.21K ﹤0.01%
115
470
$6.18K ﹤0.01%
235
471
$6.16K ﹤0.01%
+1,200
472
$6.16K ﹤0.01%
220
+50
473
$6.07K ﹤0.01%
181
474
$6.07K ﹤0.01%
12
475
$6.02K ﹤0.01%
+400
17 18
19
20 21