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
$252M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$23.4M
3
+$6.6M
4
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$3.55M
5
AAAU icon
Goldman Sachs Physical Gold ETF Shares
AAAU
+$2.87M

Top Sells

1
+$18.8M
2
+$17.5M
3
+$10.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.42M

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.93%
3 Industrials 2.41%
4 Healthcare 2.16%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.6K 0.03%
3,313
202
$67.9K 0.03%
515
+87
203
$67.5K 0.03%
1,262
-216
204
$67.3K 0.03%
827
-41
205
$66.7K 0.03%
1,042
-5
206
$66.5K 0.03%
26
-6
207
$65.9K 0.03%
10,819
+1,700
208
$65.6K 0.03%
2,122
-6
209
$65.3K 0.03%
531
+100
210
$65.2K 0.03%
4,258
-6
211
$65.1K 0.03%
1,000
212
$64.2K 0.03%
1,417
+198
213
$64.1K 0.03%
2,343
+3
214
$62.5K 0.02%
2,031
-9
215
$62.1K 0.02%
797
-697
216
$61.6K 0.02%
1,683
+34
217
$61.5K 0.02%
1,552
-1,052
218
$60.8K 0.02%
1,754
-107
219
$60.6K 0.02%
3,656
-244
220
$59.2K 0.02%
209
+9
221
$58.7K 0.02%
298
-2
222
$57.9K 0.02%
1,377
-2,078
223
$57.7K 0.02%
823
-9,033
224
$57.7K 0.02%
2,651
-145
225
$57.2K 0.02%
1,199
-166
7 8
9
10 11