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
$68.2M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$701K
3
+$506K
4
LMT icon
Lockheed Martin
LMT
+$491K
5
AVGO icon
Broadcom
AVGO
+$259K

Top Sells

1
+$5.72M
2
+$4.38M
3
+$765K
4
AMGN icon
Amgen
AMGN
+$716K
5
PFE icon
Pfizer
PFE
+$661K

Sector Composition

1 Communication Services 15.86%
2 Consumer Discretionary 11.03%
3 Technology 9.28%
4 Financials 7.23%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$742K 1.09%
2,369
-35
27
$706K 1.04%
22,566
+1,198
28
$701K 1.03%
+16,455
29
$699K 1.02%
19,075
30
$692K 1.01%
12,820
+619
31
$690K 1.01%
2,102
+263
32
$618K 0.91%
4,654
+451
33
$612K 0.9%
2,024
-440
34
$607K 0.89%
43,875
+6,458
35
$588K 0.86%
23,072
+616
36
$579K 0.85%
949
+9
37
$541K 0.79%
10,316
38
$538K 0.79%
4,500
-1,648
39
$528K 0.77%
15,441
40
$521K 0.76%
3,850
-80
41
$520K 0.76%
3,133
+117
42
$506K 0.74%
+21,120
43
$505K 0.74%
3,078
44
$487K 0.71%
31,054
+749
45
$484K 0.71%
1,197
-240
46
$484K 0.71%
2,019
47
$451K 0.66%
3,536
+1
48
$436K 0.64%
8,016
+88
49
$429K 0.63%
25,954
+3,147
50
$412K 0.6%
1,839
1
2
3 4