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
201
$76K 0.03%
1,000
202
$75.5K 0.03%
+2,932
203
$74.5K 0.03%
353
-2
204
$74.4K 0.03%
+4,263
205
$73.7K 0.03%
332
206
$73.3K 0.03%
3,900
207
$73.1K 0.03%
868
-20
208
$73K 0.03%
5,750
209
$72.3K 0.03%
2,850
-121
210
$69.6K 0.03%
2,040
211
$68K 0.02%
300
-22
212
$67.9K 0.02%
+1,984
213
$67.2K 0.02%
3,900
+3,000
214
$66.9K 0.02%
1,861
-43
215
$66K 0.02%
1,365
-174
216
$65.8K 0.02%
1,190
+190
217
$64.6K 0.02%
1,000
218
$64.5K 0.02%
1,649
+104
219
$64.2K 0.02%
597
220
$64K 0.02%
+1,246
221
$63.6K 0.02%
431
222
$63.6K 0.02%
2,796
-17
223
$63.1K 0.02%
1,051
+39
224
$62.6K 0.02%
721
-264
225
$62.4K 0.02%
+421
7 8
9
10 11