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
576
$2.12K ﹤0.01%
100
577
$1.99K ﹤0.01%
+200
578
$1.89K ﹤0.01%
33
579
$1.88K ﹤0.01%
52
580
$1.81K ﹤0.01%
+19
581
$1.8K ﹤0.01%
117
582
$1.75K ﹤0.01%
400
583
$1.74K ﹤0.01%
74
584
$1.73K ﹤0.01%
75
-25
585
$1.72K ﹤0.01%
+50
586
$1.7K ﹤0.01%
14
587
$1.69K ﹤0.01%
120
588
$1.68K ﹤0.01%
100
589
$1.67K ﹤0.01%
72
590
$1.66K ﹤0.01%
+200
591
$1.56K ﹤0.01%
41
592
$1.55K ﹤0.01%
27
-7
593
$1.53K ﹤0.01%
145
+4
594
$1.5K ﹤0.01%
+201
595
$1.49K ﹤0.01%
48
-42
596
$1.45K ﹤0.01%
280
-3
597
$1.45K ﹤0.01%
40
+10
598
$1.39K ﹤0.01%
28
-29
599
$1.37K ﹤0.01%
92
600
$1.35K ﹤0.01%
20
-15
22 23
24
25 26