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
$144M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$7.57M
3
+$1.98M
4
AAPL icon
Apple
AAPL
+$1.34M
5
UBSI icon
United Bankshares
UBSI
+$1.32M

Top Sells

1
+$15.6M
2
+$5.97K

Sector Composition

1 Financials 61.23%
2 Technology 2.43%
3 Healthcare 1.22%
4 Energy 1.03%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240K 0.17%
+4,779
27
$222K 0.15%
+16,736
28
$219K 0.15%
+534
29
$211K 0.15%
+12,548
30
$143K 0.1%
+2,760
31
$6.35K ﹤0.01%
+11,050
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