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
451
$9.45K ﹤0.01%
310
-80
452
$9.36K ﹤0.01%
85
453
$9.27K ﹤0.01%
340
+2
454
$9.15K ﹤0.01%
122
455
$9.13K ﹤0.01%
+245
456
$9.01K ﹤0.01%
93
457
$8.97K ﹤0.01%
40
-3
458
$8.86K ﹤0.01%
84
-4
459
$8.82K ﹤0.01%
750
460
$8.76K ﹤0.01%
76
-71
461
$8.69K ﹤0.01%
330
-29,764
462
$8.68K ﹤0.01%
1,200
+675
463
$8.67K ﹤0.01%
180
464
$8.55K ﹤0.01%
102
-129
465
$8.31K ﹤0.01%
94
466
$8.19K ﹤0.01%
750
467
$8.18K ﹤0.01%
1
468
$8.09K ﹤0.01%
71
+5
469
$8.03K ﹤0.01%
21
470
$8K ﹤0.01%
215
-575
471
$7.97K ﹤0.01%
86
472
$7.84K ﹤0.01%
500
473
$7.83K ﹤0.01%
147
474
$7.75K ﹤0.01%
11
475
$7.63K ﹤0.01%
12
17 18
19
20 21