ODG
O'Dell Group Portfolio holdings
AUM
$401M
1-Year Return
11.87%
This Quarter Return
+1.42%
1 Year Return
+11.87%
3 Year Return
+53.46%
5 Year Return
+99.09%
10 Year Return
–
AUM
$408M
AUM Growth
+$0
(0%)
Cap. Flow
-$7.21M
Cap. Flow
% of AUM
-1.77%
Top 10 Holdings %
Top 10 Hldgs %
68.16%
Holding
90
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.15M |
| 2 |
3M
MMM
|
$63.7K |
Sector Composition
| 1 | Technology | 5.87% |
| 2 | Financials | 2.62% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Communication Services | 1.17% |
| 5 | Consumer Staples | 0.78% |
