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
$88M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.67M
3
+$2.63M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.16M

Top Sells

1
+$650K
2
+$285K
3
+$130K
4
LMT icon
Lockheed Martin
LMT
+$113K
5
DEO icon
Diageo
DEO
+$61.4K

Sector Composition

1 Communication Services 10.94%
2 Consumer Discretionary 10.03%
3 Technology 8.73%
4 Financials 5.71%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$968K 1.1%
22,790
+4,767
27
$861K 0.98%
+41,221
28
$858K 0.98%
65,967
+30,482
29
$849K 0.97%
7,180
30
$844K 0.96%
57,717
+3,345
31
$840K 0.95%
35,568
+6,957
32
$835K 0.95%
27,522
+4,876
33
$834K 0.95%
16,363
+575
34
$819K 0.93%
10,724
+7,134
35
$814K 0.93%
46,145
-1,010
36
$779K 0.89%
59,656
+8,648
37
$729K 0.83%
19,075
38
$723K 0.82%
30,436
+13,917
39
$718K 0.82%
7,181
+1,618
40
$691K 0.79%
2,308
+440
41
$687K 0.78%
3,235
+618
42
$640K 0.73%
10,316
43
$553K 0.63%
15,441
44
$549K 0.62%
4,220
+23
45
$545K 0.62%
3,017
-61
46
$538K 0.61%
3,604
+204
47
$512K 0.58%
+1,412
48
$493K 0.56%
2,405
+566
49
$483K 0.55%
8,669
+124
50
$483K 0.55%
2,174
-131
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