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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.08K ﹤0.01%
175
727
$1.07K ﹤0.01%
29
728
$1.02K ﹤0.01%
79
729
$969 ﹤0.01%
30
+24
730
$929 ﹤0.01%
25
731
$899 ﹤0.01%
117
732
$859 ﹤0.01%
113
733
$848 ﹤0.01%
9
734
$839 ﹤0.01%
12
735
$811 ﹤0.01%
28
736
$805 ﹤0.01%
24
-1
737
$790 ﹤0.01%
220
738
$774 ﹤0.01%
49
739
$761 ﹤0.01%
16
740
$752 ﹤0.01%
29
741
$725 ﹤0.01%
148
742
$723 ﹤0.01%
+32
743
$709 ﹤0.01%
5
-2
744
$708 ﹤0.01%
+30
745
$687 ﹤0.01%
118
746
$607 ﹤0.01%
8
747
$602 ﹤0.01%
21
-35
748
$576 ﹤0.01%
38
-389
749
$569 ﹤0.01%
20
750
$569 ﹤0.01%
7
28 29
30
31 32