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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5.14K ﹤0.01%
83
+65
502
$5.04K ﹤0.01%
+256
503
$5.02K ﹤0.01%
12
504
$4.94K ﹤0.01%
405
+7
505
$4.87K ﹤0.01%
96
-8,173
506
$4.82K ﹤0.01%
128
507
$4.79K ﹤0.01%
277
-271
508
$4.72K ﹤0.01%
170
-28
509
$4.71K ﹤0.01%
70
510
$4.71K ﹤0.01%
200
511
$4.71K ﹤0.01%
64
512
$4.69K ﹤0.01%
+220
513
$4.66K ﹤0.01%
56
514
$4.65K ﹤0.01%
55
-35
515
$4.59K ﹤0.01%
40
516
$4.5K ﹤0.01%
97
-30
517
$4.44K ﹤0.01%
523
518
$4.44K ﹤0.01%
86
519
$4.43K ﹤0.01%
268
520
$4.38K ﹤0.01%
400
+265
521
$4.37K ﹤0.01%
110
522
$4.37K ﹤0.01%
811
523
$4.37K ﹤0.01%
50
524
$4.3K ﹤0.01%
17
525
$4.25K ﹤0.01%
108
-83
19 20
21
22 23