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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6.98K ﹤0.01%
307
-32
527
$6.98K ﹤0.01%
106
528
$6.92K ﹤0.01%
+255
529
$6.81K ﹤0.01%
632
530
$6.81K ﹤0.01%
39
+24
531
$6.8K ﹤0.01%
423
532
$6.79K ﹤0.01%
100
533
$6.77K ﹤0.01%
+216
534
$6.74K ﹤0.01%
+272
535
$6.71K ﹤0.01%
+105
536
$6.62K ﹤0.01%
250
537
$6.43K ﹤0.01%
400
538
$6.42K ﹤0.01%
98
539
$6.37K ﹤0.01%
181
540
$6.36K ﹤0.01%
89
-5,570
541
$6.32K ﹤0.01%
427
+214
542
$6.19K ﹤0.01%
109
543
$6.12K ﹤0.01%
753
544
$6.11K ﹤0.01%
+61
545
$6.08K ﹤0.01%
32
546
$6.06K ﹤0.01%
723
547
$5.89K ﹤0.01%
59
548
$5.86K ﹤0.01%
64
+51
549
$5.83K ﹤0.01%
144
+56
550
$5.62K ﹤0.01%
60
20 21
22
23 24