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
576
$2.1K ﹤0.01%
+50
577
$2.05K ﹤0.01%
54
578
$2.04K ﹤0.01%
117
579
$2K ﹤0.01%
11
-1
580
$1.97K ﹤0.01%
70
-50
581
$1.95K ﹤0.01%
20
582
$1.93K ﹤0.01%
100
583
$1.9K ﹤0.01%
90
+30
584
$1.83K ﹤0.01%
52
585
$1.8K ﹤0.01%
25
-344
586
$1.8K ﹤0.01%
34
-68
587
$1.76K ﹤0.01%
92
588
$1.72K ﹤0.01%
6
589
$1.72K ﹤0.01%
74
590
$1.72K ﹤0.01%
180
-175
591
$1.72K ﹤0.01%
14
592
$1.66K ﹤0.01%
41
-5
593
$1.63K ﹤0.01%
72
594
$1.63K ﹤0.01%
283
595
$1.62K ﹤0.01%
100
-42
596
$1.51K ﹤0.01%
300
597
$1.48K ﹤0.01%
305
-180
598
$1.47K ﹤0.01%
100
599
$1.47K ﹤0.01%
35
600
$1.38K ﹤0.01%
13
-19,827
22 23
24
25 26