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
301
$18.3K ﹤0.01%
+244
302
$18.1K ﹤0.01%
+97
303
$18K ﹤0.01%
+277
304
$17.5K ﹤0.01%
+604
305
$17.3K ﹤0.01%
+800
306
$17.2K ﹤0.01%
+1,000
307
$17.1K ﹤0.01%
+77
308
$16.8K ﹤0.01%
+200
309
$16.8K ﹤0.01%
+37
310
$16.6K ﹤0.01%
+750
311
$16.6K ﹤0.01%
+64
312
$16.3K ﹤0.01%
+279
313
$16.2K ﹤0.01%
+261
314
$16.1K ﹤0.01%
+267
315
$16K ﹤0.01%
+436
316
$15.9K ﹤0.01%
+456
317
$15.1K ﹤0.01%
+150
318
$14.9K ﹤0.01%
+75
319
$14.5K ﹤0.01%
+85
320
$14.4K ﹤0.01%
+539
321
$14.1K ﹤0.01%
+167
322
$13.7K ﹤0.01%
+284
323
$13.6K ﹤0.01%
+201
324
$13.5K ﹤0.01%
+4,500
325
$13.4K ﹤0.01%
+5,000