ODFS

O'Donnell Financial Services Portfolio holdings

AUM $261M
1-Year Est. Return 10.74%
This Quarter Est. Return
1 Year Est. Return
+10.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.91M
2 +$5.96M
3 +$4.57M
4
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$3.81M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$3.5M

Top Sells

1 +$5.68M
2 +$4.69M
3 +$3.43M
4
AA icon
Alcoa
AA
+$1.7M
5
BBWI icon
Bath & Body Works
BBWI
+$1.67M

Sector Composition

1 Technology 3.43%
2 Healthcare 1%
3 Consumer Discretionary 0.67%
4 Energy 0.33%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-882
52
-94,802
53
-34,803