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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.39K ﹤0.01%
61
477
$6.33K ﹤0.01%
170
-30
478
$6.3K ﹤0.01%
1,117
479
$6.28K ﹤0.01%
+64
480
$6.22K ﹤0.01%
+7
481
$6.11K ﹤0.01%
400
482
$6.09K ﹤0.01%
22
-11
483
$6.06K ﹤0.01%
1,300
+100
484
$6.03K ﹤0.01%
220
485
$5.9K ﹤0.01%
400
486
$5.7K ﹤0.01%
21
+20
487
$5.64K ﹤0.01%
56
-3
488
$5.63K ﹤0.01%
2,573
489
$5.63K ﹤0.01%
+150
490
$5.63K ﹤0.01%
+2,800
491
$5.6K ﹤0.01%
56
492
$5.56K ﹤0.01%
180
-416
493
$5.54K ﹤0.01%
216
+16
494
$5.53K ﹤0.01%
523
-100
495
$5.49K ﹤0.01%
+3,000
496
$5.48K ﹤0.01%
55
497
$5.44K ﹤0.01%
14
498
$5.43K ﹤0.01%
105
499
$5.4K ﹤0.01%
115
500
$5.4K ﹤0.01%
933
18 19
20
21 22