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
151
$124K 0.04%
3,499
-27
152
$121K 0.03%
492
+41
153
$120K 0.03%
1,878
+425
154
$117K 0.03%
2,810
-45
155
$117K 0.03%
1,175
-39
156
$116K 0.03%
3,347
-19
157
$114K 0.03%
1,144
+306
158
$114K 0.03%
1,125
159
$112K 0.03%
2,987
+847
160
$111K 0.03%
334
-5
161
$111K 0.03%
990
162
$111K 0.03%
1,344
+377
163
$110K 0.03%
397
164
$104K 0.03%
3,795
165
$103K 0.03%
13,036
+3,036
166
$97.8K 0.03%
5,117
+1,155
167
$97.7K 0.03%
595
-128,654
168
$97K 0.03%
10,007
169
$96.6K 0.03%
1,288
-315
170
$96.3K 0.03%
437
171
$95.4K 0.03%
1,644
+163
172
$94.9K 0.03%
1,630
+129
173
$92.7K 0.03%
893
-37
174
$92K 0.03%
1,063
-819
175
$91.7K 0.03%
2,580
-2,103
5 6
7
8 9