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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.4K ﹤0.01%
5
-64
602
$2.33K ﹤0.01%
82
603
$2.31K ﹤0.01%
54
604
$2.26K ﹤0.01%
823
605
$2.21K ﹤0.01%
300
606
$2.15K ﹤0.01%
+300
607
$2.13K ﹤0.01%
8
608
$2.12K ﹤0.01%
74
-110
609
$2.06K ﹤0.01%
15
610
$2.04K ﹤0.01%
+27
611
$2.02K ﹤0.01%
117
612
$1.98K ﹤0.01%
5
613
$1.93K ﹤0.01%
+40
614
$1.92K ﹤0.01%
52
-47
615
$1.92K ﹤0.01%
25
-83
616
$1.88K ﹤0.01%
117
617
$1.87K ﹤0.01%
80
618
$1.84K ﹤0.01%
14
619
$1.83K ﹤0.01%
10
620
$1.8K ﹤0.01%
400
621
$1.78K ﹤0.01%
+101
622
$1.78K ﹤0.01%
283
623
$1.73K ﹤0.01%
92
-64
624
$1.73K ﹤0.01%
20
-9
625
$1.72K ﹤0.01%
52
23 24
25
26 27