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
$269M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$8.44M
3
+$8.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.56M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.72M

Top Sells

1
+$38.1M
2
+$23.3M
3
+$8.42M
4
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$4.89M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.53M

Sector Composition

1 Technology 7.12%
2 Consumer Discretionary 3.81%
3 Industrials 2.79%
4 Healthcare 2.52%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.54K ﹤0.01%
+60
602
$2.52K ﹤0.01%
25
603
$2.52K ﹤0.01%
44
604
$2.52K ﹤0.01%
27
+1
605
$2.51K ﹤0.01%
16
606
$2.47K ﹤0.01%
37
-4
607
$2.46K ﹤0.01%
343
+6
608
$2.43K ﹤0.01%
103
609
$2.42K ﹤0.01%
10
610
$2.4K ﹤0.01%
76
611
$2.37K ﹤0.01%
11
612
$2.32K ﹤0.01%
15
613
$2.31K ﹤0.01%
+83
614
$2.25K ﹤0.01%
156
615
$2.17K ﹤0.01%
80
+15
616
$2.15K ﹤0.01%
93
-43
617
$2.14K ﹤0.01%
117
618
$2.09K ﹤0.01%
54
-247
619
$2K ﹤0.01%
300
620
$1.99K ﹤0.01%
117
621
$1.98K ﹤0.01%
24
-82
622
$1.97K ﹤0.01%
283
-150
623
$1.95K ﹤0.01%
500
624
$1.94K ﹤0.01%
+42
625
$1.93K ﹤0.01%
15
23 24
25
26 27