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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.52K ﹤0.01%
21
577
$4.49K ﹤0.01%
78
-80
578
$4.44K ﹤0.01%
39
579
$4.33K ﹤0.01%
50
580
$4.3K ﹤0.01%
+155
581
$4.28K ﹤0.01%
108
582
$4.27K ﹤0.01%
62
583
$4.26K ﹤0.01%
235
584
$4.25K ﹤0.01%
780
585
$4.24K ﹤0.01%
106
+2
586
$4.23K ﹤0.01%
50
-20
587
$4.22K ﹤0.01%
12
588
$4.22K ﹤0.01%
100
589
$4.21K ﹤0.01%
50
590
$4.2K ﹤0.01%
+146
591
$4.2K ﹤0.01%
195
+12
592
$4.16K ﹤0.01%
59
+43
593
$4.08K ﹤0.01%
40
594
$4.08K ﹤0.01%
70
-154
595
$4.07K ﹤0.01%
+69
596
$4.04K ﹤0.01%
100
597
$4.02K ﹤0.01%
2,000
598
$3.94K ﹤0.01%
40
-88
599
$3.89K ﹤0.01%
100
600
$3.89K ﹤0.01%
32
22 23
24
25 26