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
$76.7M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$971K
2
+$346K
3
+$308K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$251K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$249K

Top Sells

1
+$458K
2
+$382K
3
+$334K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$267K
5
KO icon
Coca-Cola
KO
+$249K

Sector Composition

1 Technology 15.51%
2 Consumer Discretionary 15.36%
3 Communication Services 10.98%
4 Healthcare 7.8%
5 Financials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$735K 0.96%
7,180
-1,058
27
$716K 0.93%
2,938
+15
28
$709K 0.92%
6,341
-1,283
29
$700K 0.91%
2,866
+111
30
$693K 0.9%
19,075
-518
31
$683K 0.89%
12,201
+241
32
$667K 0.87%
21,368
-946
33
$615K 0.8%
6,148
-1,665
34
$595K 0.78%
2,464
+819
35
$589K 0.77%
22,456
+11,740
36
$589K 0.77%
4,203
+134
37
$586K 0.76%
1,839
-2
38
$574K 0.75%
3,930
-50
39
$558K 0.73%
10,316
-4,595
40
$528K 0.69%
15,441
-350
41
$524K 0.68%
1,437
42
$521K 0.68%
37,417
-13,219
43
$520K 0.68%
3,016
+298
44
$509K 0.66%
3,078
-69
45
$496K 0.65%
940
46
$492K 0.64%
2,019
-38
47
$490K 0.64%
2,164
-202
48
$480K 0.63%
30,305
+112
49
$456K 0.59%
1,179
50
$452K 0.59%
3,535
-147
1
2
3 4