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
176
$91.1K 0.03%
3,923
-9,092
177
$89.3K 0.03%
838
+65
178
$89.2K 0.03%
397
179
$89.1K 0.03%
4,275
+25
180
$85.2K 0.02%
9,700
181
$85.2K 0.02%
781
+250
182
$85.1K 0.02%
+711
183
$84K 0.02%
786
-401
184
$81.9K 0.02%
1,798
+530
185
$80K 0.02%
2,153
-57
186
$79.7K 0.02%
633
-12
187
$79.4K 0.02%
12,519
+1,700
188
$79.2K 0.02%
3,486
-42
189
$78.7K 0.02%
1,689
-82
190
$78.6K 0.02%
651
-36
191
$77.9K 0.02%
3,438
-7,732
192
$77.5K 0.02%
2,316
+1
193
$76.6K 0.02%
3,195
-7,388
194
$74.7K 0.02%
1,842
-280
195
$74.5K 0.02%
975
-542
196
$74.1K 0.02%
1,112
-18
197
$73.1K 0.02%
566
-149
198
$73K 0.02%
4,089
-179
199
$72.9K 0.02%
458
-116
200
$70.7K 0.02%
994
6 7
8
9 10