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
501
$7.95K ﹤0.01%
+476
502
$7.92K ﹤0.01%
1,000
503
$7.88K ﹤0.01%
225
504
$7.79K ﹤0.01%
500
505
$7.78K ﹤0.01%
104
506
$7.73K ﹤0.01%
103
507
$7.65K ﹤0.01%
33
508
$7.65K ﹤0.01%
+199
509
$7.64K ﹤0.01%
+133
510
$7.63K ﹤0.01%
+356
511
$7.62K ﹤0.01%
129
+3
512
$7.57K ﹤0.01%
+122
513
$7.5K ﹤0.01%
200
514
$7.42K ﹤0.01%
100
515
$7.37K ﹤0.01%
+259
516
$7.36K ﹤0.01%
750
517
$7.36K ﹤0.01%
51
+31
518
$7.2K ﹤0.01%
180
519
$7.18K ﹤0.01%
57
-52
520
$7.14K ﹤0.01%
78
521
$7.13K ﹤0.01%
81
-111
522
$7.11K ﹤0.01%
218
+3
523
$7.05K ﹤0.01%
9
524
$7.04K ﹤0.01%
38
+6
525
$6.99K ﹤0.01%
+174
19 20
21
22 23