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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
-1.81%
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
+$477K
(+0.15%)
Cap. Flow
+$6.81M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
66.89%
Holding
516
New
434
Increased
29
Reduced
37
Closed
3
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.23M |
| 2 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.1M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$907K |
| 4 |
First Trust Nasdaq Transportation ETF
FTXR
|
+$882K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$732K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$5.74M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$884K |
| 3 |
Vanguard Total Bond Market
BND
|
+$881K |
| 4 |
Apple
AAPL
|
+$411K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$383K |
Sector Composition
| 1 | Technology | 6.3% |
| 2 | Financials | 2.29% |
| 3 | Consumer Discretionary | 2.13% |
| 4 | Communication Services | 1.03% |
| 5 | Consumer Staples | 0.92% |
Similar funds
AWAM
SCA
GWM
SCP
VBFG
JWM
BWA
FNC