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
$183M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$492K
3
+$350K
4
LAMR icon
Lamar Advertising Co
LAMR
+$297K
5
MRK icon
Merck
MRK
+$253K

Top Sells

1
+$119M
2
+$6.78M
3
+$208K
4
AAPL icon
Apple
AAPL
+$51.1K
5
CPRX icon
Catalyst Pharmaceutical
CPRX
+$41.7K

Sector Composition

1 Financials 64.94%
2 Technology 1.56%
3 Healthcare 0.7%
4 Consumer Discretionary 0.44%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$209K 0.11%
1,618
+1
27
$205K 0.11%
+3,459
28
– –
-37,853
29
– –
-4,638
1
2