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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5.19K ﹤0.01%
+476
502
$5.18K ﹤0.01%
+1,600
503
$5.15K ﹤0.01%
66
504
$5.14K ﹤0.01%
256
505
$4.97K ﹤0.01%
+25
506
$4.95K ﹤0.01%
2,810
507
$4.92K ﹤0.01%
170
-50
508
$4.88K ﹤0.01%
108
509
$4.81K ﹤0.01%
236
-41
510
$4.81K ﹤0.01%
2,100
+1,600
511
$4.75K ﹤0.01%
70
512
$4.65K ﹤0.01%
64
513
$4.51K ﹤0.01%
17
514
$4.49K ﹤0.01%
400
515
$4.42K ﹤0.01%
100
516
$4.39K ﹤0.01%
4,539
-1,450
517
$4.37K ﹤0.01%
1,000
518
$4.29K ﹤0.01%
+328
519
$4.22K ﹤0.01%
85
-1
520
$4.21K ﹤0.01%
1
521
$4.08K ﹤0.01%
90
522
$4.04K ﹤0.01%
100
523
$4.02K ﹤0.01%
128
524
$4K ﹤0.01%
30
525
$3.83K ﹤0.01%
+150
19 20
21
22 23