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
651
$792 ﹤0.01%
16
652
$784 ﹤0.01%
12
653
$781 ﹤0.01%
2
-7
654
$751 ﹤0.01%
28
655
$702 ﹤0.01%
7
656
$697 ﹤0.01%
2
657
$696 ﹤0.01%
3
658
$686 ﹤0.01%
21
659
$617 ﹤0.01%
31
+23
660
$568 ﹤0.01%
+24
661
$562 ﹤0.01%
6
-75
662
$538 ﹤0.01%
41
+2
663
$500 ﹤0.01%
114
-4
664
$470 ﹤0.01%
7
-53
665
$453 ﹤0.01%
30
666
$442 ﹤0.01%
12
667
$411 ﹤0.01%
61
668
$408 ﹤0.01%
100
669
$392 ﹤0.01%
14
670
$390 ﹤0.01%
2
671
$386 ﹤0.01%
+2
672
$385 ﹤0.01%
+2
673
$366 ﹤0.01%
+12
674
$355 ﹤0.01%
4
675
$354 ﹤0.01%
+10
25 26
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