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
676
$1.27K ﹤0.01%
65
677
$1.26K ﹤0.01%
9
678
$1.26K ﹤0.01%
79
+1
679
$1.25K ﹤0.01%
8
680
$1.17K ﹤0.01%
113
681
$1.16K ﹤0.01%
+100
682
$1.16K ﹤0.01%
41
-379
683
$1.14K ﹤0.01%
220
684
$1.13K ﹤0.01%
29
685
$1.08K ﹤0.01%
+32
686
$1.03K ﹤0.01%
49
687
$1.03K ﹤0.01%
+30
688
$991 ﹤0.01%
6
-1
689
$990 ﹤0.01%
25
690
$965 ﹤0.01%
+117
691
$958 ﹤0.01%
29
-1
692
$946 ﹤0.01%
158
-400
693
$929 ﹤0.01%
92
694
$927 ﹤0.01%
25
-821
695
$918 ﹤0.01%
7
-1
696
$891 ﹤0.01%
+34
697
$888 ﹤0.01%
148
698
$881 ﹤0.01%
9
-271
699
$815 ﹤0.01%
12
700
$804 ﹤0.01%
31
26 27
28
29 30