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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.83K ﹤0.01%
24
527
$3.79K ﹤0.01%
17
528
$3.69K ﹤0.01%
32
+1
529
$3.57K ﹤0.01%
400
530
$3.53K ﹤0.01%
264
-646
531
$3.51K ﹤0.01%
200
-200
532
$3.49K ﹤0.01%
59
533
$3.42K ﹤0.01%
35
-35
534
$3.42K ﹤0.01%
26
535
$3.41K ﹤0.01%
50
536
$3.38K ﹤0.01%
+130
537
$3.29K ﹤0.01%
+525
538
$3.28K ﹤0.01%
15
539
$3.26K ﹤0.01%
50
540
$3.25K ﹤0.01%
38
541
$3.2K ﹤0.01%
100
542
$3.15K ﹤0.01%
37
-13
543
$3.12K ﹤0.01%
215
+2
544
$3.1K ﹤0.01%
11
545
$3.07K ﹤0.01%
18
546
$3.06K ﹤0.01%
68
547
$3K ﹤0.01%
25
548
$2.96K ﹤0.01%
36
549
$2.95K ﹤0.01%
110
-66
550
$2.94K ﹤0.01%
83
-2,497
20 21
22
23 24