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
$374M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$6.57M
3
+$6.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.74M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.4M

Top Sells

1
+$26M
2
+$6.59M
3
+$3.48M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.94M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.58M

Sector Composition

1 Technology 9.22%
2 Industrials 3.01%
3 Consumer Discretionary 2.98%
4 Healthcare 2.97%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$95.7K 0.03%
+919
177
$94.4K 0.03%
397
178
$91.4K 0.02%
1,102
+315
179
$91K 0.02%
838
180
$90.8K 0.02%
1,454
+177
181
$89.5K 0.02%
4,275
182
$89.3K 0.02%
9,700
183
$88.4K 0.02%
2,272
-1,227
184
$88.2K 0.02%
28
+5
185
$88.1K 0.02%
886
-177
186
$88.1K 0.02%
151
+1
187
$87.4K 0.02%
1,085
+110
188
$86.8K 0.02%
+2,000
189
$86.5K 0.02%
459
+1
190
$84.7K 0.02%
778
-115
191
$84.2K 0.02%
215
-119
192
$84K 0.02%
1,711
+22
193
$83.1K 0.02%
3,491
+5
194
$81.3K 0.02%
2,145
-1,202
195
$80.6K 0.02%
1,754
+333
196
$80.5K 0.02%
1,842
197
$80.4K 0.02%
3,433
-490
198
$80K 0.02%
2,317
+1
199
$79.2K 0.02%
808
+102
200
$78.5K 0.02%
994
6 7
8
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