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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.92K ﹤0.01%
215
652
$1.91K ﹤0.01%
5
653
$1.84K ﹤0.01%
100
654
$1.82K ﹤0.01%
52
655
$1.8K ﹤0.01%
117
656
$1.8K ﹤0.01%
100
657
$1.76K ﹤0.01%
117
658
$1.72K ﹤0.01%
175
659
$1.7K ﹤0.01%
+41
660
$1.7K ﹤0.01%
15
661
$1.69K ﹤0.01%
5
662
$1.67K ﹤0.01%
20
663
$1.65K ﹤0.01%
7
664
$1.62K ﹤0.01%
+10
665
$1.62K ﹤0.01%
287
666
$1.61K ﹤0.01%
+56
667
$1.58K ﹤0.01%
14
668
$1.5K ﹤0.01%
6
669
$1.49K ﹤0.01%
12
670
$1.46K ﹤0.01%
74
671
$1.44K ﹤0.01%
70
672
$1.35K ﹤0.01%
+300
673
$1.34K ﹤0.01%
+38
674
$1.33K ﹤0.01%
64
-162
675
$1.31K ﹤0.01%
16
25 26
27
28 29