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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
+6.11%
1 Year Est. Return
+13.5%
3 Year Est. Return
+72.25%
5 Year Est. Return
+97.56%
10 Year Est. Return
–
AUM
$316M
AUM Growth
+$30.1M
(+11%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
67.1%
Holding
85
New
13
Increased
40
Reduced
20
Closed
3
Top Buys
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$1.63M |
| 2 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.02M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.01M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$924K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$806K |
Top Sells
| 1 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$1.69M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.01M |
| 3 |
FSKR
FS KKR Capital Corp. II
FSKR
|
+$442K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$301K |
| 5 |
Apple
AAPL
|
+$196K |
Sector Composition
| 1 | Technology | 5.78% |
| 2 | Consumer Discretionary | 1.96% |
| 3 | Financials | 1.71% |
| 4 | Communication Services | 0.94% |
| 5 | Consumer Staples | 0.77% |
Similar funds
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SCA
GWM
SCP
VBFG
JWM
BWA
FNC