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
– –
-210
427
– –
-361
428
– –
-2,112
429
– –
-2,394
430
– –
-70
431
– –
-2,407
432
– –
-651
433
– –
-40
434
– –
-1,025
435
– –
-300
436
– –
-49
437
– –
-50
438
– –
-282
439
– –
-44
440
– –
-114
441
– –
-18
442
– –
-215
443
– –
-37
444
– –
-272
445
– –
-104
446
– –
-313
447
– –
-65
448
– –
-635
449
– –
-5,016
450
– –
-81,638
16 17
18
19 20