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
26
$2.46M 0.71%
6,071
+348
27
$2.34M 0.67%
16,421
+1,591
28
$2.28M 0.65%
75,947
-55,638
29
$2.17M 0.62%
40,989
+5,214
30
$2.17M 0.62%
32,502
+3,332
31
$2.11M 0.6%
1,281
+286
32
$2.06M 0.59%
32,740
+3,624
33
$2.05M 0.59%
3,119
+716
34
$2.04M 0.59%
1,995
+40
35
$1.97M 0.57%
4,431
+446
36
$1.96M 0.56%
13,140
+2,546
37
$1.91M 0.55%
8,244
+7,885
38
$1.84M 0.53%
4,523
+558
39
$1.81M 0.52%
10,662
+822
40
$1.79M 0.51%
3,556
+135
41
$1.75M 0.5%
3,195
-762
42
$1.57M 0.45%
34,615
-3,135
43
$1.55M 0.44%
4,044
-729
44
$1.53M 0.44%
76,365
-24,288
45
$1.52M 0.44%
21,524
-4,822
46
$1.52M 0.44%
9,358
-4,003
47
$1.51M 0.43%
11,625
+2,305
48
$1.47M 0.42%
9,396
+1,022
49
$1.46M 0.42%
1,722
-41
50
$1.43M 0.41%
19,840
+1,816
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