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
51
$1.42M 0.41%
21,724
-5,338
52
$1.39M 0.4%
8,660
+1,950
53
$1.32M 0.38%
9,374
+857
54
$1.31M 0.38%
2,979
+186
55
$1.26M 0.36%
26,187
-7,369
56
$1.23M 0.35%
3,289
+491
57
$1.18M 0.34%
8,761
+2,235
58
$1.13M 0.32%
7,762
-3,578
59
$1.13M 0.32%
1,247
+362
60
$1.1M 0.32%
6,674
+808
61
$1.06M 0.31%
23,796
+23,699
62
$1.03M 0.29%
5,078
+205
63
$1.02M 0.29%
4,098
+448
64
$976K 0.28%
5,309
+769
65
$967K 0.28%
16,933
+3,500
66
$934K 0.27%
4,799
-276
67
$934K 0.27%
5,323
+508
68
$901K 0.26%
11,548
-1,629
69
$896K 0.26%
8,410
+750
70
$862K 0.25%
14,722
+1,834
71
$819K 0.24%
25,041
+5,803
72
$769K 0.22%
12,459
+2,362
73
$728K 0.21%
7,866
+2,687
74
$694K 0.2%
2,041
+257
75
$668K 0.19%
6,016
+1,590
1 2
3
4 5