OIM

Oder Investment Management Portfolio holdings

AUM $139M
1-Year Est. Return 40.52%
This Quarter Est. Return
1 Year Est. Return
+40.52%
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
+$800K
3
+$506K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$425K
5
ZM icon
Zoom
ZM
+$356K

Top Sells

1
+$3.17M
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
426
– –
-439
427
– –
-73
428
– –
-210
429
– –
-263
430
– –
-361
431
– –
-2,112
432
– –
-68
433
– –
-2,394
434
– –
-78
435
– –
-998
436
– –
-24
437
– –
-646
438
– –
-33,797
439
– –
-7,226
440
– –
-990
441
– –
-883
442
– –
-261
443
– –
-70
444
– –
-53
445
– –
-2,407
446
– –
-651
447
– –
-63
448
– –
-58
449
– –
-1,235
450
– –
-40
16 17
18
19 20