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
451
$7.84K ﹤0.01%
+66
452
$7.84K ﹤0.01%
750
453
$7.82K ﹤0.01%
500
454
$7.77K ﹤0.01%
388
-565
455
$7.58K ﹤0.01%
12
456
$7.57K ﹤0.01%
+2,395
457
$7.44K ﹤0.01%
31
458
$7.44K ﹤0.01%
53
459
$7.42K ﹤0.01%
21
460
$7.38K ﹤0.01%
15
461
$7.26K ﹤0.01%
180
462
$7.08K ﹤0.01%
+800
463
$7.02K ﹤0.01%
+55
464
$6.97K ﹤0.01%
181
465
$6.96K ﹤0.01%
107
-99
466
$6.79K ﹤0.01%
+500
467
$6.68K ﹤0.01%
81
468
$6.65K ﹤0.01%
7
469
$6.64K ﹤0.01%
42
470
$6.63K ﹤0.01%
70
471
$6.61K ﹤0.01%
60
472
$6.59K ﹤0.01%
147
-800
473
$6.57K ﹤0.01%
+3,800
474
$6.56K ﹤0.01%
94
475
$6.41K ﹤0.01%
270
+8
17 18
19
20 21