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
476
$6K ﹤0.01%
+77
477
$6K ﹤0.01%
2,573
478
$5.98K ﹤0.01%
262
-26
479
$5.94K ﹤0.01%
59
480
$5.85K ﹤0.01%
55
481
$5.79K ﹤0.01%
72
+47
482
$5.76K ﹤0.01%
76
-30
483
$5.74K ﹤0.01%
1,117
-640
484
$5.68K ﹤0.01%
81
+41
485
$5.66K ﹤0.01%
42
486
$5.59K ﹤0.01%
22
487
$5.55K ﹤0.01%
400
488
$5.51K ﹤0.01%
7
489
$5.44K ﹤0.01%
128
490
$5.38K ﹤0.01%
220
491
$5.37K ﹤0.01%
400
492
$5.3K ﹤0.01%
+38
493
$5.19K ﹤0.01%
94
494
$5.18K ﹤0.01%
933
495
$5.15K ﹤0.01%
623
+100
496
$5.08K ﹤0.01%
74
497
$5.05K ﹤0.01%
+300
498
$5K ﹤0.01%
277
499
$4.99K ﹤0.01%
56
500
$4.88K ﹤0.01%
256
18 19
20
21 22