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ODG
O'Dell Group Portfolio holdings
AUM
$466M
1-Year Est. Return
13.5%
This Fund
S&P 500
This Quarter
Est. Return
-12.94%
1 Year Est. Return
+13.5%
3 Year Est. Return
+72.25%
5 Year Est. Return
+97.56%
10 Year Est. Return
–
AUM
$282M
AUM Growth
-$56.7M
(-17%)
Cap. Flow
-$11.3M
Cap. Flow
% of AUM
-3.99%
Top 10 Holdings %
Top 10 Hldgs %
70.43%
Holding
595
New
52
Increased
98
Reduced
85
Closed
103
Top Buys
| 1 |
First Trust Nasdaq Food & Beverage ETF
FTXG
|
+$13.7M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.14M |
| 3 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.08M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.02M |
| 5 |
Columbia EM Core ex-China ETF
XCEM
|
+$839K |
Top Sells
| 1 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$12.2M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$12.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.1M |
| 4 |
Apple
AAPL
|
+$1.15M |
| 5 |
Vanguard Total Bond Market
BND
|
+$954K |
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Financials | 2.12% |
| 3 | Consumer Discretionary | 1.66% |
| 4 | Real Estate | 1.39% |
| 5 | Consumer Staples | 1.01% |
Similar funds
SCA
GWM
SCP
VBFG
JWM
BWA
FNC
OHWA