ODG

O'Dell Group Portfolio holdings

AUM $401M
1-Year Est. Return 11.87%
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$494K
2 +$489K
3 +$402K
4
V icon
Visa
V
+$375K
5
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$343K

Top Sells

1 +$802K
2 +$62.2K
3 +$56.4K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$26.9K
5
VTV icon
Vanguard Value ETF
VTV
+$25.5K

Sector Composition

1 Technology 3.86%
2 Financials 1.57%
3 Consumer Discretionary 1.56%
4 Healthcare 1.11%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$103K 0.07%
2,572
+72
52
$39K 0.02%
68
53
-12,528