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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.03K ﹤0.01%
1,757
+290
477
$9.03K ﹤0.01%
1,500
478
$9.01K ﹤0.01%
69
479
$8.96K ﹤0.01%
262
+101
480
$8.87K ﹤0.01%
182
+10
481
$8.79K ﹤0.01%
70
482
$8.79K ﹤0.01%
105
483
$8.75K ﹤0.01%
88
-9
484
$8.71K ﹤0.01%
356
+21
485
$8.7K ﹤0.01%
31
+18
486
$8.67K ﹤0.01%
264
+15
487
$8.65K ﹤0.01%
51
488
$8.61K ﹤0.01%
+75
489
$8.6K ﹤0.01%
353
+21
490
$8.59K ﹤0.01%
+39
491
$8.51K ﹤0.01%
5,454
+52
492
$8.44K ﹤0.01%
134
493
$8.39K ﹤0.01%
126
-200
494
$8.38K ﹤0.01%
162
-188
495
$8.37K ﹤0.01%
675
+375
496
$8.19K ﹤0.01%
106
-21
497
$8.18K ﹤0.01%
548
-200
498
$8.11K ﹤0.01%
666
499
$8.09K ﹤0.01%
345
-80
500
$8.06K ﹤0.01%
1,300
-275
18 19
20
21 22