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
626
$1.89K ﹤0.01%
100
-135
627
$1.81K ﹤0.01%
39
628
$1.78K ﹤0.01%
35
+10
629
$1.76K ﹤0.01%
5
630
$1.75K ﹤0.01%
8
631
$1.74K ﹤0.01%
34
632
$1.73K ﹤0.01%
823
-150
633
$1.7K ﹤0.01%
10
634
$1.69K ﹤0.01%
7
635
$1.64K ﹤0.01%
14
636
$1.64K ﹤0.01%
63
-30
637
$1.62K ﹤0.01%
52
638
$1.58K ﹤0.01%
52
639
$1.58K ﹤0.01%
74
640
$1.56K ﹤0.01%
45
-20
641
$1.56K ﹤0.01%
+40
642
$1.56K ﹤0.01%
100
643
$1.55K ﹤0.01%
+54
644
$1.48K ﹤0.01%
12
645
$1.45K ﹤0.01%
70
646
$1.43K ﹤0.01%
+42
647
$1.4K ﹤0.01%
19
-7
648
$1.26K ﹤0.01%
9
649
$1.2K ﹤0.01%
13
650
$1.18K ﹤0.01%
79
24 25
26
27 28