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
26
$2.27M 0.67%
19,610
-11,879
27
$2.24M 0.66%
5,723
+831
28
$2.08M 0.61%
3,957
-2,357
29
$2.06M 0.6%
100,653
-4,928
30
$2.01M 0.59%
29,170
+10,508
31
$1.91M 0.56%
+33,556
32
$1.9M 0.56%
14,830
+2,739
33
$1.9M 0.56%
1,955
+99
34
$1.89M 0.56%
29,116
+7,650
35
$1.89M 0.55%
35,775
+9,887
36
$1.73M 0.51%
3,428
+1,619
37
$1.72M 0.5%
37,750
+6,004
38
$1.69M 0.5%
10,594
+1,223
39
$1.68M 0.49%
26,346
+9,277
40
$1.68M 0.49%
11,340
-1,354
41
$1.67M 0.49%
3,965
+987
42
$1.63M 0.48%
16,210
-79,785
43
$1.61M 0.47%
+27,062
44
$1.59M 0.47%
3,985
+291
45
$1.59M 0.47%
17,580
+13,120
46
$1.58M 0.46%
8,990
+2,932
47
$1.56M 0.46%
2,403
+513
48
$1.53M 0.45%
4,773
+1,258
49
$1.5M 0.44%
995
+238
50
$1.45M 0.43%
3,421
+510
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