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
626
$1.44K ﹤0.01%
+15
627
$1.44K ﹤0.01%
+25
628
$1.41K ﹤0.01%
+100
629
$1.39K ﹤0.01%
283
630
$1.35K ﹤0.01%
9
631
$1.35K ﹤0.01%
220
632
$1.33K ﹤0.01%
100
633
$1.3K ﹤0.01%
30
634
$1.3K ﹤0.01%
70
635
$1.28K ﹤0.01%
12
636
$1.27K ﹤0.01%
+471
637
$1.25K ﹤0.01%
15
-1
638
$1.23K ﹤0.01%
49
639
$1.21K ﹤0.01%
+200
640
$1.2K ﹤0.01%
60
+36
641
$1.2K ﹤0.01%
18
-430
642
$1.18K ﹤0.01%
15
-31
643
$1.17K ﹤0.01%
39
644
$1.12K ﹤0.01%
+30
645
$1.09K ﹤0.01%
+26
646
$1.06K ﹤0.01%
+25
647
$1K ﹤0.01%
11
-2
648
$980 ﹤0.01%
+400
649
$950 ﹤0.01%
+15
650
$860 ﹤0.01%
29
24 25
26
27 28