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
$80.5M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$637K
3
+$629K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$622K
5
TSLA icon
Tesla
TSLA
+$524K

Top Sells

1
+$3.77M
2
+$3.29M
3
+$1.94M
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$768K
5
NVDA icon
NVIDIA
NVDA
+$466K

Sector Composition

1 Technology 13.46%
2 Consumer Discretionary 12.2%
3 Communication Services 7.82%
4 Healthcare 6.38%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$889K 1.11%
9,544
+18
27
$859K 1.07%
3,225
+247
28
$803K 1%
56,946
-4,090
29
$798K 0.99%
4,937
-56
30
$773K 0.96%
74,487
+2,832
31
$768K 0.95%
6,383
-409
32
$757K 0.94%
6,982
-2,362
33
$751K 0.93%
19,069
+662
34
$743K 0.92%
2,354
-90
35
$724K 0.9%
4,266
+237
36
$707K 0.88%
27,298
+170
37
$693K 0.86%
85,105
38
$654K 0.81%
4,640
+363
39
$651K 0.81%
6,187
+742
40
$649K 0.81%
21,846
-2,964
41
$644K 0.8%
18,099
-976
42
$642K 0.8%
60,724
-2,452
43
$637K 0.79%
+28,287
44
$622K 0.77%
+32,729
45
$588K 0.73%
11,941
46
$543K 0.67%
3,523
+19
47
$523K 0.65%
3,944
-58
48
$515K 0.64%
15,441
49
$514K 0.64%
46,467
+2,891
50
$501K 0.62%
2,069
-336
1
2
3 4 5