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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
+7.58%
1 Year Est. Return
+13.5%
3 Year Est. Return
+72.25%
5 Year Est. Return
+97.56%
10 Year Est. Return
–
AUM
$401M
AUM Growth
+$15M
(+3.9%)
Cap. Flow
-$11.3M
Cap. Flow
% of AUM
-2.81%
Top 10 Holdings %
Top 10 Hldgs %
72.27%
Holding
36
New
3
Increased
6
Reduced
15
Closed
12
Top Buys
| 1 |
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
|
+$20.6M |
| 2 |
Vanguard Financials ETF
VFH
|
+$2.24M |
| 3 |
NVIDIA
NVDA
|
+$1.6M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.55M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$668K |
Top Sells
| 1 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
+$20.6M |
| 2 |
First Trust Financials AlphaDEX Fund
FXO
|
+$2.93M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.5M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.3M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.2M |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Financials | 1.25% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Real Estate | 0.52% |
| 5 | Energy | 0% |
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SCP
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