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
551
$2.89K ﹤0.01%
37
552
$2.89K ﹤0.01%
57
553
$2.79K ﹤0.01%
65
+1
554
$2.71K ﹤0.01%
33
+1
555
$2.67K ﹤0.01%
400
-90
556
$2.65K ﹤0.01%
12
-2
557
$2.64K ﹤0.01%
811
558
$2.64K ﹤0.01%
5
-122
559
$2.62K ﹤0.01%
6
560
$2.62K ﹤0.01%
+100
561
$2.56K ﹤0.01%
154
+4
562
$2.53K ﹤0.01%
50
+36
563
$2.53K ﹤0.01%
120
564
$2.53K ﹤0.01%
5
565
$2.5K ﹤0.01%
117
566
$2.42K ﹤0.01%
+35
567
$2.42K ﹤0.01%
69
+2
568
$2.41K ﹤0.01%
27
-45
569
$2.36K ﹤0.01%
500
570
$2.35K ﹤0.01%
52
-25
571
$2.33K ﹤0.01%
8
572
$2.29K ﹤0.01%
+94
573
$2.25K ﹤0.01%
51
+26
574
$2.19K ﹤0.01%
811
575
$2.17K ﹤0.01%
62
-20
21 22
23
24 25