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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.19K ﹤0.01%
17
+11
577
$4.17K ﹤0.01%
12
578
$4.12K ﹤0.01%
+22
579
$4.08K ﹤0.01%
111
-211
580
$4.06K ﹤0.01%
208
+13
581
$4.04K ﹤0.01%
+252
582
$3.97K ﹤0.01%
+195
583
$3.95K ﹤0.01%
24
584
$3.92K ﹤0.01%
+110
585
$3.92K ﹤0.01%
200
586
$3.88K ﹤0.01%
+31
587
$3.87K ﹤0.01%
235
+135
588
$3.85K ﹤0.01%
39
589
$3.82K ﹤0.01%
+34
590
$3.82K ﹤0.01%
40
591
$3.81K ﹤0.01%
100
592
$3.79K ﹤0.01%
780
593
$3.75K ﹤0.01%
78
594
$3.72K ﹤0.01%
35
595
$3.71K ﹤0.01%
+50
596
$3.71K ﹤0.01%
+36
597
$3.62K ﹤0.01%
+34
598
$3.61K ﹤0.01%
400
599
$3.59K ﹤0.01%
39
600
$3.56K ﹤0.01%
280
-1,028
22 23
24
25 26