ODG

O'Dell Group Portfolio holdings

AUM $466M
1-Year Est. Return 13.5%
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$764K
2 +$625K
3 +$478K
4
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$370K
5
XYZ
Block Inc
XYZ
+$342K

Sector Composition

1 Technology 6.96%
2 Financials 3.15%
3 Consumer Discretionary 1.97%
4 Communication Services 1.14%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$31.6K 0.01%
+250
252
$31.2K 0.01%
+845
253
$30.8K 0.01%
+302
254
$30.7K 0.01%
+128
255
$30.4K 0.01%
+90
256
$29.3K 0.01%
+296
257
$29.2K 0.01%
+812
258
$29K 0.01%
+136
259
$29K 0.01%
+231
260
$28.3K 0.01%
+1,750
261
$27.9K 0.01%
+193
262
$27.7K 0.01%
+194
263
$27.5K 0.01%
+781
264
$27.5K 0.01%
+283
265
$27.2K 0.01%
+31
266
$27.1K 0.01%
+492
267
$26.8K 0.01%
+182
268
$26.1K 0.01%
+396
269
$25.8K 0.01%
+388
270
$25.3K 0.01%
+518
271
$25K 0.01%
+2,000
272
$25K 0.01%
+406
273
$23.6K 0.01%
+228
274
$23.5K 0.01%
+280
275
$23.4K 0.01%
+303