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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.97K ﹤0.01%
136
-503
627
$2.93K ﹤0.01%
21
+1
628
$2.91K ﹤0.01%
+58
629
$2.9K ﹤0.01%
433
630
$2.86K ﹤0.01%
2,000
631
$2.84K ﹤0.01%
+14
632
$2.83K ﹤0.01%
38
633
$2.77K ﹤0.01%
102
-49
634
$2.72K ﹤0.01%
+40
635
$2.71K ﹤0.01%
+44
636
$2.71K ﹤0.01%
156
+92
637
$2.71K ﹤0.01%
+25
638
$2.7K ﹤0.01%
50
639
$2.68K ﹤0.01%
+84
640
$2.68K ﹤0.01%
+62
641
$2.64K ﹤0.01%
+13
642
$2.63K ﹤0.01%
+16
643
$2.6K ﹤0.01%
+26
644
$2.59K ﹤0.01%
+85
645
$2.57K ﹤0.01%
+27
646
$2.56K ﹤0.01%
+41
647
$2.56K ﹤0.01%
+26
648
$2.55K ﹤0.01%
120
649
$2.54K ﹤0.01%
+74
650
$2.52K ﹤0.01%
40
24 25
26
27 28