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ODFS
O'Donnell Financial Services Portfolio holdings
AUM
$290M
1-Year Est. Return
15.6%
This Fund
S&P 500
1 Year Est. Return
+15.6%
AUM
$281M
AUM Growth
+$20.6M
(+7.9%)
Holding
58
Top Buys
| 1 | +$13.4M | |
| 2 | +$10.5M | |
| 3 | +$5.39M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.56M |
| 5 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
+$1.28M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$9.3M | |
| 3 | +$6.43M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.74M |
| 5 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
+$1.04M |
Sector Composition
| 1 | Technology | 5.02% |
| 2 | Communication Services | 1.5% |
| 3 | Consumer Discretionary | 0.39% |
| 4 | Healthcare | 0.26% |
| 5 | Energy | 0.21% |