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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.79K ﹤0.01%
60
502
$4.74K ﹤0.01%
1,200
-800
503
$4.71K ﹤0.01%
23
-26
504
$4.7K ﹤0.01%
108
505
$4.68K ﹤0.01%
+183
506
$4.67K ﹤0.01%
2,810
-100
507
$4.64K ﹤0.01%
40
508
$4.63K ﹤0.01%
+1,000
509
$4.62K ﹤0.01%
128
510
$4.61K ﹤0.01%
+5,989
511
$4.61K ﹤0.01%
14
512
$4.58K ﹤0.01%
176
-54
513
$4.56K ﹤0.01%
25
+15
514
$4.55K ﹤0.01%
100
-50
515
$4.52K ﹤0.01%
+10
516
$4.51K ﹤0.01%
100
517
$4.5K ﹤0.01%
200
518
$4.42K ﹤0.01%
200
+61
519
$4.41K ﹤0.01%
+73
520
$4.39K ﹤0.01%
64
521
$4.36K ﹤0.01%
105
522
$4.28K ﹤0.01%
+1,000
523
$4.24K ﹤0.01%
1,250
524
$4.22K ﹤0.01%
102
+1
525
$4.2K ﹤0.01%
70
19 20
21
22 23