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
126
$175K 0.05%
5,008
-60
127
$172K 0.05%
2,911
-68
128
$171K 0.05%
2,283
-13
129
$171K 0.05%
821
-30
130
$166K 0.05%
482
-52
131
$160K 0.05%
23,578
+724
132
$160K 0.05%
3,525
+34
133
$157K 0.05%
1,076
-333
134
$157K 0.04%
700
135
$155K 0.04%
3,411
+923
136
$154K 0.04%
5,449
+1,487
137
$154K 0.04%
1,397
138
$153K 0.04%
3,056
+133
139
$150K 0.04%
9,221
+3,219
140
$146K 0.04%
5,561
-12
141
$146K 0.04%
655
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142
$138K 0.04%
1,490
143
$138K 0.04%
1,937
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144
$135K 0.04%
432
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145
$132K 0.04%
1,114
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146
$130K 0.04%
3,158
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147
$130K 0.04%
9,597
148
$130K 0.04%
2,180
-138
149
$126K 0.04%
2,587
-13
150
$125K 0.04%
1,377
-25,531
4 5
6
7 8