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
176
$93.5K 0.03%
645
+27
177
$92.8K 0.03%
2,119
+1,719
178
$92.2K 0.03%
3,608
+3,378
179
$89.1K 0.03%
1,130
+40
180
$88.9K 0.03%
1,453
181
$88.7K 0.03%
2,065
+23
182
$88.5K 0.03%
4,250
183
$87.9K 0.03%
1,501
-966
184
$87.4K 0.03%
715
-4,283
185
$86.1K 0.03%
687
-501
186
$86K 0.03%
1,481
-735
187
$85.8K 0.03%
2,315
+284
188
$84.6K 0.02%
397
189
$83.2K 0.02%
773
+4
190
$83K 0.02%
1,977
-660
191
$81.9K 0.02%
+10,000
192
$81.7K 0.02%
359
193
$81.7K 0.02%
2,122
194
$81.3K 0.02%
2,210
+87
195
$81.1K 0.02%
3,528
+540
196
$81K 0.02%
9,700
197
$80.9K 0.02%
+2,000
198
$80.4K 0.02%
574
+129
199
$80K 0.02%
1,771
+20
200
$78.2K 0.02%
2,140
-2,414
6 7
8
9 10