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
651
$844 ﹤0.01%
21
652
$831 ﹤0.01%
28
653
$797 ﹤0.01%
7
654
$734 ﹤0.01%
7
+5
655
$707 ﹤0.01%
21
656
$685 ﹤0.01%
+3
657
$671 ﹤0.01%
+30
658
$655 ﹤0.01%
+14
659
$608 ﹤0.01%
9
-185
660
$582 ﹤0.01%
+4
661
$527 ﹤0.01%
114
662
$488 ﹤0.01%
+250
663
$479 ﹤0.01%
+54
664
$459 ﹤0.01%
7
665
$455 ﹤0.01%
12
666
$425 ﹤0.01%
2
667
$421 ﹤0.01%
15
-363
668
$406 ﹤0.01%
+20
669
$394 ﹤0.01%
+10
670
$378 ﹤0.01%
13
-1
671
$354 ﹤0.01%
2
672
$344 ﹤0.01%
2
-18
673
$340 ﹤0.01%
61
674
$337 ﹤0.01%
100
675
$299 ﹤0.01%
1
-1
25 26
27
28 29