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
$390M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.44M
3
+$6.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.07M

Top Sells

1
+$13.2M
2
+$6.1M
3
+$3.92M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$2.7M
5
SPRX icon
Spear Alpha ETF
SPRX
+$2.67M

Sector Composition

1 Technology 9.99%
2 Industrials 3.12%
3 Consumer Discretionary 3.02%
4 Healthcare 2.81%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$81.2K 0.02%
715
-171
202
$81.2K 0.02%
1,458
+888
203
$80.7K 0.02%
484
+25
204
$80.1K 0.02%
597
205
$80K 0.02%
2,656
206
$79.6K 0.02%
2,091
-300
207
$79.3K 0.02%
994
208
$77.6K 0.02%
2,656
+1,719
209
$77.3K 0.02%
321
210
$76.8K 0.02%
212
-3
211
$76.8K 0.02%
1,468
+200
212
$74.8K 0.02%
2,318
+1
213
$74.6K 0.02%
535
+472
214
$72.4K 0.02%
420
215
$71.9K 0.02%
546
+121
216
$71.7K 0.02%
10,819
217
$70.7K 0.02%
641
-137
218
$70.5K 0.02%
+1,424
219
$69.9K 0.02%
298
220
$69.8K 0.02%
1,768
221
$68.3K 0.02%
216
+95
222
$68.1K 0.02%
3,989
223
$67.9K 0.02%
772
-330
224
$64.3K 0.02%
2,831
-660
225
$64K 0.02%
1,004
-38
7 8
9
10 11