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
476
$6.05K ﹤0.01%
+107
477
$6K ﹤0.01%
230
+216
478
$5.94K ﹤0.01%
71
-493
479
$5.93K ﹤0.01%
59
480
$5.89K ﹤0.01%
+120
481
$5.88K ﹤0.01%
60
482
$5.86K ﹤0.01%
440
483
$5.84K ﹤0.01%
7
484
$5.72K ﹤0.01%
22
485
$5.71K ﹤0.01%
17
486
$5.71K ﹤0.01%
231
-281
487
$5.69K ﹤0.01%
105
-1
488
$5.57K ﹤0.01%
409
+5
489
$5.56K ﹤0.01%
+95
490
$5.53K ﹤0.01%
180
491
$5.45K ﹤0.01%
811
492
$5.41K ﹤0.01%
+235
493
$5.38K ﹤0.01%
42
494
$5.36K ﹤0.01%
+2,300
495
$5.29K ﹤0.01%
106
+1
496
$5.28K ﹤0.01%
94
497
$5.22K ﹤0.01%
19
+12
498
$5.21K ﹤0.01%
20
+18
499
$5.2K ﹤0.01%
+933
500
$5.16K ﹤0.01%
74
18 19
20
21 22