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
$266M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.1M
3
+$7.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.89M

Top Sells

1
+$17.6M
2
+$16.9M
3
+$13.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.04M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.02M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 2.77%
3 Industrials 1.83%
4 Consumer Staples 1.67%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96K 0.04%
2,468
177
$93.5K 0.03%
1,563
+125
178
$90.3K 0.03%
3,295
179
$90K 0.03%
922
+29
180
$89.9K 0.03%
1,007
+60
181
$89K 0.03%
+512
182
$88.5K 0.03%
184
+2
183
$88.1K 0.03%
+1,849
184
$87.9K 0.03%
1,459
185
$84.8K 0.03%
1,478
-134
186
$84.4K 0.03%
183
+18
187
$84.4K 0.03%
+1,958
188
$83.9K 0.03%
3,644
+1,302
189
$83.8K 0.03%
1,479
+412
190
$82.6K 0.03%
1,195
-81
191
$81.8K 0.03%
418
192
$80.3K 0.03%
+4,188
193
$80.3K 0.03%
1,047
194
$80.2K 0.03%
32
-5
195
$79.7K 0.03%
9,700
+3,175
196
$78.2K 0.03%
+2,173
197
$77.7K 0.03%
2,192
-95
198
$77.2K 0.03%
3,313
199
$76.7K 0.03%
+2,853
200
$76.5K 0.03%
+2,751
6 7
8
9 10