OLVIG
Oliver Lagore Vanvalin Investment Group Portfolio holdings
AUM
$255M
This Quarter Return
+9.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$16.5M
(+6.5%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
56.14%
Holding
1,053
New
55
Increased
146
Reduced
250
Closed
131
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$71.6M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$8.44M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.25M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.56M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$2.72M |
Top Sells
Sector Composition
| 1 | Technology | 7.12% |
| 2 | Consumer Discretionary | 3.81% |
| 3 | Industrials | 2.79% |
| 4 | Healthcare | 2.52% |
| 5 | Energy | 2.04% |
