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
576
$2.61K ﹤0.01%
9
-21
577
$2.6K ﹤0.01%
811
578
$2.58K ﹤0.01%
64
579
$2.55K ﹤0.01%
36
580
$2.54K ﹤0.01%
32
581
$2.53K ﹤0.01%
485
-219
582
$2.52K ﹤0.01%
71
-5
583
$2.47K ﹤0.01%
+50
584
$2.45K ﹤0.01%
67
+41
585
$2.45K ﹤0.01%
+150
586
$2.4K ﹤0.01%
103
587
$2.4K ﹤0.01%
+1,000
588
$2.4K ﹤0.01%
+500
589
$2.39K ﹤0.01%
+30
590
$2.32K ﹤0.01%
+25
591
$2.19K ﹤0.01%
8
592
$2.17K ﹤0.01%
811
593
$2.16K ﹤0.01%
117
594
$2.13K ﹤0.01%
82
595
$2.11K ﹤0.01%
50
596
$2.1K ﹤0.01%
68
-42
597
$2.08K ﹤0.01%
+112
598
$2.04K ﹤0.01%
490
+90
599
$1.94K ﹤0.01%
261
-220
600
$1.91K ﹤0.01%
46
-2,019
22 23
24
25 26