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
$349M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.73M
3
+$5.84M
4
SMCI icon
Super Micro Computer
SMCI
+$3.76M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.73M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$4.86M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 3.41%
3 Healthcare 3.17%
4 Industrials 2.42%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.14K ﹤0.01%
100
527
$4.02K ﹤0.01%
17
528
$3.99K ﹤0.01%
400
-40
529
$3.96K ﹤0.01%
1
530
$3.9K ﹤0.01%
+50
531
$3.87K ﹤0.01%
24
532
$3.83K ﹤0.01%
66
-300
533
$3.78K ﹤0.01%
1,000
534
$3.73K ﹤0.01%
86
535
$3.7K ﹤0.01%
90
536
$3.67K ﹤0.01%
26
537
$3.65K ﹤0.01%
100
538
$3.65K ﹤0.01%
14
539
$3.58K ﹤0.01%
17
540
$3.55K ﹤0.01%
100
541
$3.54K ﹤0.01%
+6
542
$3.46K ﹤0.01%
120
-115
543
$3.42K ﹤0.01%
+100
544
$3.41K ﹤0.01%
+355
545
$3.4K ﹤0.01%
+1,000
546
$3.37K ﹤0.01%
103
+20
547
$3.37K ﹤0.01%
40
-31
548
$3.36K ﹤0.01%
300
-105
549
$3.35K ﹤0.01%
31
550
$3.31K ﹤0.01%
59
20 21
22
23 24