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
201
$70.4K 0.02%
+785
202
$70.2K 0.02%
150
+1
203
$69.9K 0.02%
790
-305
204
$69K 0.02%
1,277
-1,451
205
$68.2K 0.02%
23
206
$67.8K 0.02%
635
-10
207
$67.5K 0.02%
1,067
+25
208
$66.7K 0.02%
312
+193
209
$65.8K 0.02%
2,656
210
$65.4K 0.02%
1,768
211
$65.3K 0.02%
321
212
$65.2K 0.02%
+1,232
213
$64K 0.02%
298
214
$63.5K 0.02%
127
+122
215
$63.1K 0.02%
787
+15
216
$62.5K 0.02%
1,000
217
$61.2K 0.02%
848
+607
218
$60.7K 0.02%
597
219
$59.8K 0.02%
+1,349
220
$59.8K 0.02%
199
-202
221
$59.3K 0.02%
1,327
222
$59K 0.02%
1,507
+170
223
$58.8K 0.02%
323
224
$58K 0.02%
1,421
225
$58K 0.02%
579
7 8
9
10 11