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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.54K ﹤0.01%
100
527
$5.52K ﹤0.01%
70
528
$5.52K ﹤0.01%
+750
529
$5.5K ﹤0.01%
+85
530
$5.47K ﹤0.01%
250
531
$5.4K ﹤0.01%
43
532
$5.33K ﹤0.01%
235
533
$5.25K ﹤0.01%
160
534
$5.24K ﹤0.01%
+76
535
$5.21K ﹤0.01%
+25
536
$5.18K ﹤0.01%
76
+26
537
$5.15K ﹤0.01%
2,573
538
$5.12K ﹤0.01%
+162
539
$5.12K ﹤0.01%
104
+1
540
$5.09K ﹤0.01%
+340
541
$5.04K ﹤0.01%
+11
542
$5.03K ﹤0.01%
+50
543
$5.01K ﹤0.01%
60
544
$4.98K ﹤0.01%
+94
545
$4.93K ﹤0.01%
753
546
$4.92K ﹤0.01%
400
547
$4.89K ﹤0.01%
+11
548
$4.89K ﹤0.01%
+400
549
$4.88K ﹤0.01%
134
550
$4.86K ﹤0.01%
65
+1
20 21
22
23 24