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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.89K ﹤0.01%
18
552
$2.88K ﹤0.01%
83
553
$2.83K ﹤0.01%
83
554
$2.81K ﹤0.01%
50
555
$2.77K ﹤0.01%
158
+4
556
$2.76K ﹤0.01%
25
557
$2.75K ﹤0.01%
38
558
$2.75K ﹤0.01%
36
559
$2.73K ﹤0.01%
6
560
$2.67K ﹤0.01%
130
561
$2.67K ﹤0.01%
8
562
$2.63K ﹤0.01%
+123
563
$2.6K ﹤0.01%
37
564
$2.59K ﹤0.01%
70
+1
565
$2.52K ﹤0.01%
117
566
$2.5K ﹤0.01%
50
567
$2.49K ﹤0.01%
+80
568
$2.47K ﹤0.01%
52
569
$2.47K ﹤0.01%
52
+1
570
$2.44K ﹤0.01%
300
571
$2.43K ﹤0.01%
5
572
$2.27K ﹤0.01%
12
+1
573
$2.21K ﹤0.01%
+20
574
$2.19K ﹤0.01%
+67
575
$2.13K ﹤0.01%
100
21 22
23
24 25