OIM

Oder Investment Management Portfolio holdings

AUM $138M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.01M
3
+$781K
4
TSLA icon
Tesla
TSLA
+$570K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$424K

Top Sells

1
+$3.18M
2
+$2.96M
3
+$2.77M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.19M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$2.07M

Sector Composition

1 Consumer Discretionary 15.78%
2 Technology 14.08%
3 Communication Services 10.87%
4 Healthcare 7.84%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-690
327
– –
0
328
– –
-49
329
– –
-1,119
330
– –
-80
331
– –
-1,597
332
– –
-404
333
– –
-1,239
334
– –
-962
335
– –
-96
336
– –
-2,562
337
– –
-408
338
– –
-400
339
– –
-1,078
340
– –
-393
341
– –
-740
342
– –
-137
343
– –
-95
344
– –
-805
345
– –
-1,292
346
– –
-250
347
– –
-200
348
– –
-118
349
– –
-550
350
– –
-2
12 13
14
15 16