OLVIG
Oliver Lagore Vanvalin Investment Group Portfolio holdings
AUM
$255M
This Quarter Return
-11.04%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$22.2M
(+15%)
Cap. Flow
+$46M
Cap. Flow
% of AUM
26.82%
Top 10 Holdings %
Top 10 Hldgs %
55.94%
Holding
756
New
146
Increased
171
Reduced
132
Closed
46
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.61M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.89M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.89M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.73M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.61M |
Sector Composition
| 1 | Technology | 3.43% |
| 2 | Consumer Discretionary | 2.78% |
| 3 | Utilities | 2.58% |
| 4 | Industrials | 2.29% |
| 5 | Consumer Staples | 2.14% |
