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
276
$23.4K 0.01%
+185
277
$22.7K 0.01%
+30
278
$22.1K 0.01%
+91
279
$22K 0.01%
+333
280
$22K 0.01%
+4,554
281
$21.9K 0.01%
+241
282
$21.7K 0.01%
+215
283
$21.6K 0.01%
+697
284
$21.3K 0.01%
+752
285
$21.2K 0.01%
+6,198
286
$21.1K 0.01%
+247
287
$20.2K 0.01%
+200
288
$20.1K 0.01%
+184
289
$19.8K 0.01%
+100
290
$19.6K 0.01%
+2,000
291
$19.6K 0.01%
+178
292
$19.6K 0.01%
+600
293
$19.5K 0.01%
+67
294
$19K 0.01%
+266
295
$18.9K ﹤0.01%
+430
296
$18.9K ﹤0.01%
+303
297
$18.8K ﹤0.01%
+100
298
$18.5K ﹤0.01%
+272
299
$18.3K ﹤0.01%
+784
300
$18.3K ﹤0.01%
+261