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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.25K ﹤0.01%
+101
527
$4.25K ﹤0.01%
26
-11
528
$4.24K ﹤0.01%
100
-34
529
$4.2K ﹤0.01%
14
530
$4.2K ﹤0.01%
481
-232
531
$4.15K ﹤0.01%
8
532
$4.1K ﹤0.01%
210
-76
533
$4.07K ﹤0.01%
54
-10
534
$4.01K ﹤0.01%
46
+22
535
$3.98K ﹤0.01%
549
+206
536
$3.93K ﹤0.01%
+166
537
$3.81K ﹤0.01%
748
538
$3.81K ﹤0.01%
77
-11
539
$3.77K ﹤0.01%
100
540
$3.77K ﹤0.01%
24
541
$3.76K ﹤0.01%
75
-900
542
$3.76K ﹤0.01%
127
543
$3.76K ﹤0.01%
100
544
$3.75K ﹤0.01%
+375
545
$3.71K ﹤0.01%
100
546
$3.7K ﹤0.01%
34
547
$3.67K ﹤0.01%
60
548
$3.63K ﹤0.01%
1
549
$3.62K ﹤0.01%
66
-268
550
$3.55K ﹤0.01%
+54
20 21
22
23 24