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
626
$1.72K ﹤0.01%
100
627
$1.71K ﹤0.01%
52
628
$1.61K ﹤0.01%
300
629
$1.58K ﹤0.01%
35
630
$1.5K ﹤0.01%
+6
631
$1.49K ﹤0.01%
72
-273
632
$1.47K ﹤0.01%
39
633
$1.46K ﹤0.01%
74
634
$1.45K ﹤0.01%
12
635
$1.4K ﹤0.01%
100
636
$1.37K ﹤0.01%
+23
637
$1.34K ﹤0.01%
30
638
$1.32K ﹤0.01%
70
639
$1.32K ﹤0.01%
16
-147
640
$1.31K ﹤0.01%
9
641
$1.25K ﹤0.01%
+70
642
$1.21K ﹤0.01%
+25
643
$1.19K ﹤0.01%
13
644
$1.09K ﹤0.01%
49
645
$991 ﹤0.01%
25
646
$953 ﹤0.01%
21
-65
647
$942 ﹤0.01%
220
648
$940 ﹤0.01%
26
649
$874 ﹤0.01%
29
650
$813 ﹤0.01%
28
-153
24 25
26
27 28