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
$333M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.01M
3
+$5.22M
4
ARKK icon
ARK Innovation ETF
ARKK
+$4.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.43M

Top Sells

1
+$8.37M
2
+$8.04M
3
+$4.38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
SMCI icon
Super Micro Computer
SMCI
+$2.06M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 3.62%
3 Healthcare 2.92%
4 Industrials 2.46%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$134K 0.04%
700
152
$133K 0.04%
2,318
+4
153
$131K 0.04%
451
154
$129K 0.04%
3,526
+666
155
$129K 0.04%
990
156
$127K 0.04%
1,187
-19,055
157
$127K 0.04%
9,597
158
$124K 0.04%
339
+158
159
$122K 0.04%
2,600
160
$121K 0.04%
3,366
+623
161
$117K 0.03%
397
162
$116K 0.03%
401
-2,002
163
$116K 0.03%
1,902
-4
164
$116K 0.03%
1,517
+69
165
$111K 0.03%
437
166
$109K 0.03%
+3,962
167
$108K 0.03%
+2,488
168
$103K 0.03%
1,125
169
$102K 0.03%
3,795
170
$102K 0.03%
4,074
+3,690
171
$98.1K 0.03%
1,095
+329
172
$98K 0.03%
10,007
173
$94.4K 0.03%
6,002
+205
174
$94.1K 0.03%
355
175
$93.8K 0.03%
930
-12
5 6
7
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