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
551
$3.1K ﹤0.01%
+30
552
$3.06K ﹤0.01%
34
553
$3.03K ﹤0.01%
18
554
$2.99K ﹤0.01%
38
555
$2.99K ﹤0.01%
77
+25
556
$2.98K ﹤0.01%
5
557
$2.96K ﹤0.01%
+25
558
$2.96K ﹤0.01%
104
559
$2.92K ﹤0.01%
213
-196
560
$2.9K ﹤0.01%
+185
561
$2.85K ﹤0.01%
6
562
$2.84K ﹤0.01%
50
-10
563
$2.84K ﹤0.01%
14
-21,295
564
$2.82K ﹤0.01%
142
-358
565
$2.82K ﹤0.01%
68
566
$2.79K ﹤0.01%
15
567
$2.79K ﹤0.01%
57
-20
568
$2.76K ﹤0.01%
120
569
$2.75K ﹤0.01%
+52
570
$2.72K ﹤0.01%
25
571
$2.71K ﹤0.01%
11
572
$2.69K ﹤0.01%
500
573
$2.69K ﹤0.01%
140
-70
574
$2.69K ﹤0.01%
37
575
$2.67K ﹤0.01%
+500
21 22
23
24 25