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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$9.82M
2 +$7.44M
3 +$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1 +$13.2M
2 +$6.1M
3 +$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5.58K ﹤0.01%
216
+106
502
$5.56K ﹤0.01%
+42
503
$5.46K ﹤0.01%
180
504
$5.45K ﹤0.01%
181
505
$5.41K ﹤0.01%
100
506
$5.4K ﹤0.01%
50
507
$5.4K ﹤0.01%
50
+13
508
$5.4K ﹤0.01%
+300
509
$5.34K ﹤0.01%
108
510
$5.32K ﹤0.01%
400
511
$5.31K ﹤0.01%
933
512
$5.23K ﹤0.01%
+34
513
$5.2K ﹤0.01%
18
-4
514
$5.17K ﹤0.01%
14
515
$4.99K ﹤0.01%
523
516
$4.97K ﹤0.01%
1
517
$4.87K ﹤0.01%
24
518
$4.84K ﹤0.01%
74
-60
519
$4.82K ﹤0.01%
476
520
$4.82K ﹤0.01%
60
521
$4.75K ﹤0.01%
56
522
$4.75K ﹤0.01%
236
523
$4.73K ﹤0.01%
100
524
$4.68K ﹤0.01%
256
525
$4.61K ﹤0.01%
17