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
$85.2M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$860K
3
+$768K
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$504K
5
AMZN icon
Amazon
AMZN
+$415K

Top Sells

1
+$596K
2
+$554K
3
+$302K
4
AGNG icon
Global X Aging Population ETF
AGNG
+$206K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$202K

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 13.14%
3 Communication Services 8%
4 Financials 5.11%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$897K 1.05%
5,445
+683
27
$860K 1.01%
+85,105
28
$858K 1.01%
2,138
+371
29
$857K 1.01%
2,219
-7
30
$836K 0.98%
40,764
+3,975
31
$804K 0.94%
61,036
-1,147
32
$796K 0.93%
2,978
+315
33
$795K 0.93%
7,293
-217
34
$768K 0.9%
+23,296
35
$717K 0.84%
71,655
+3,699
36
$711K 0.83%
6,792
-1,549
37
$703K 0.83%
27,128
+98
38
$699K 0.82%
18,407
+595
39
$682K 0.8%
24,810
+1,101
40
$674K 0.79%
2,444
+96
41
$672K 0.79%
63,176
-1,289
42
$670K 0.79%
4,993
-136
43
$642K 0.75%
9,344
-77
44
$637K 0.75%
19,075
-4,221
45
$626K 0.73%
15,251
+2,770
46
$623K 0.73%
4,029
-404
47
$588K 0.69%
11,941
-550
48
$576K 0.68%
4,002
+575
49
$536K 0.63%
44,120
+770
50
$508K 0.6%
4,277
+36
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2
3 4