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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.39K ﹤0.01%
21
477
$7.29K ﹤0.01%
42
478
$7.18K ﹤0.01%
7
479
$7.14K ﹤0.01%
73
+72
480
$7.11K ﹤0.01%
15
481
$6.74K ﹤0.01%
53
482
$6.72K ﹤0.01%
33
483
$6.63K ﹤0.01%
81
484
$6.59K ﹤0.01%
147
-188
485
$6.58K ﹤0.01%
170
486
$6.52K ﹤0.01%
287
+17
487
$6.49K ﹤0.01%
+114
488
$6.44K ﹤0.01%
31
489
$6.39K ﹤0.01%
61
490
$6.12K ﹤0.01%
108
+1
491
$6.11K ﹤0.01%
+500
492
$6.03K ﹤0.01%
70
493
$5.94K ﹤0.01%
+10
494
$5.94K ﹤0.01%
105
495
$5.87K ﹤0.01%
+160
496
$5.85K ﹤0.01%
+560
497
$5.82K ﹤0.01%
197
+69
498
$5.63K ﹤0.01%
66
499
$5.62K ﹤0.01%
56
500
$5.59K ﹤0.01%
+150
18 19
20
21 22