LODC

Lanham O'Dell & Company Portfolio holdings

AUM $314M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.1M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$504K
2 +$287K
3 +$237K
4
GLD icon
SPDR Gold Trust
GLD
+$232K
5
MRK icon
Merck
MRK
+$218K

Top Sells

1 +$39.5M
2 +$36.5M
3 +$7.78M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$764K
5
CVX icon
Chevron
CVX
+$567K

Sector Composition

1 Financials 15.06%
2 Technology 4.4%
3 Healthcare 3.43%
4 Industrials 2.91%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-26,500