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OIM
Oder Investment Management Portfolio holdings
AUM
$130M
1-Year Est. Return
25.54%
This Fund
S&P 500
This Quarter
Est. Return
+12.73%
1 Year Est. Return
+25.54%
3 Year Est. Return
+88.68%
5 Year Est. Return
+89.81%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$96.7M
Cap. Flow
% of AUM
94.77%
Top 10 Holdings %
Top 10 Hldgs %
34.8%
Holding
553
New
552
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.52M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.71M |
| 3 |
Amazon
AMZN
|
+$4.35M |
| 4 |
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
|
+$3.39M |
| 5 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$2.97M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 12.2% |
| 2 | Technology | 12.12% |
| 3 | Communication Services | 10.4% |
| 4 | Healthcare | 5.75% |
| 5 | Financials | 5.59% |
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Oder Investment Management's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Oder Investment Management, which disclosed 553 positions worth $102M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Apple: 45,860 shares worth $6.09M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, followed by Technology and Communication Services.
- Oder Investment Management's largest Q4 2020 buy was Apple: 45,860 shares worth $6.09M.
- Oder Investment Management's ten largest holdings make up 35% of its $102M portfolio in Q4 2020.
- Oder Investment Management disclosed 553 positions in Q4 2020, its first 13F filing on record.
Based on Oder Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.