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
$178M
AUM Growth
+$82.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$6.78M
3 +$221K
4
VZ icon
Verizon
VZ
+$208K
5
AAPL icon
Apple
AAPL
+$87.4K

Top Sells

1 +$18.8M
2 +$12.6M
3 +$3.69M
4
ICE icon
Intercontinental Exchange
ICE
+$1.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$519K

Sector Composition

1 Financials 67.6%
2 Technology 1.42%
3 Healthcare 0.65%
4 Consumer Discretionary 0.42%
5 Energy 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,759
27
-10,000
28
-641
29
-2,500