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
601
$1.9K ﹤0.01%
92
602
$1.9K ﹤0.01%
12
-157
603
$1.88K ﹤0.01%
6
-11
604
$1.86K ﹤0.01%
+25
605
$1.81K ﹤0.01%
54
606
$1.79K ﹤0.01%
+90
607
$1.79K ﹤0.01%
14
608
$1.78K ﹤0.01%
117
609
$1.77K ﹤0.01%
52
610
$1.76K ﹤0.01%
+50
611
$1.72K ﹤0.01%
+700
612
$1.7K ﹤0.01%
100
613
$1.68K ﹤0.01%
20
614
$1.65K ﹤0.01%
35
-31
615
$1.65K ﹤0.01%
5
616
$1.63K ﹤0.01%
+100
617
$1.56K ﹤0.01%
8
-7
618
$1.54K ﹤0.01%
72
619
$1.54K ﹤0.01%
84
+83
620
$1.53K ﹤0.01%
300
621
$1.53K ﹤0.01%
+45
622
$1.51K ﹤0.01%
91
-517
623
$1.48K ﹤0.01%
29
-67
624
$1.46K ﹤0.01%
+500
625
$1.45K ﹤0.01%
74
23 24
25
26 27