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
201
$77.7K 0.02%
157
-57
202
$76.9K 0.02%
3,377
+1,063
203
$76K 0.02%
298
204
$75.9K 0.02%
645
+170
205
$75K 0.02%
+967
206
$74.9K 0.02%
4,268
+5
207
$73.9K 0.02%
321
-9
208
$73.8K 0.02%
994
209
$73.3K 0.02%
+838
210
$72.9K 0.02%
1,042
211
$72.8K 0.02%
1,000
212
$72.5K 0.02%
23
+3
213
$69.7K 0.02%
3,962
-403
214
$68.3K 0.02%
2,656
215
$67.9K 0.02%
149
-89
216
$67.8K 0.02%
10,819
217
$67.8K 0.02%
881
+303
218
$67.2K 0.02%
597
219
$66.8K 0.02%
531
220
$63.6K 0.02%
928
-100
221
$63.4K 0.02%
1,768
-48
222
$62.5K 0.02%
573
-1,729
223
$62.3K 0.02%
323
224
$62.2K 0.02%
1,436
-148
225
$61.6K 0.02%
717
+24
7 8
9
10 11