OIM

Oder Investment Management Portfolio holdings

AUM $132M
1-Year Est. Return 34.49%
This Quarter Est. Return
1 Year Est. Return
+34.49%
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
26
$727K 0.99%
2,923
+9
27
$706K 0.97%
6,519
+2,410
28
$702K 0.96%
44,680
-20,922
29
$696K 0.95%
11,960
+907
30
$682K 0.93%
22,314
+160
31
$675K 0.92%
50,636
+10,543
32
$675K 0.92%
19,593
33
$653K 0.89%
2,218
-58
34
$595K 0.81%
7,813
-3,794
35
$584K 0.8%
2,755
+185
36
$562K 0.77%
1,841
-370
37
$536K 0.73%
2,366
-384
38
$524K 0.72%
15,791
39
$518K 0.71%
4,069
+274
40
$503K 0.69%
3,147
41
$490K 0.67%
940
-31
42
$477K 0.65%
1,839
-547
43
$467K 0.64%
2,057
+728
44
$462K 0.63%
3,682
-1
45
$458K 0.63%
4,074
-755
46
$449K 0.61%
30,193
+6,715
47
$441K 0.6%
1,437
48
$440K 0.6%
3,980
-150
49
$436K 0.6%
2,718
50
$428K 0.59%
18,702
-656
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