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
$85.5M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$761K
3
+$656K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$627K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$527K

Top Sells

1
+$714K
2
+$649K
3
+$386K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$335K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$258K

Sector Composition

1 Technology 15.34%
2 Consumer Discretionary 12.45%
3 Communication Services 8.53%
4 Financials 5.86%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$842K 0.99%
6,137
-50
27
$834K 0.98%
29,170
+140
28
$826K 0.97%
85,105
29
$823K 0.96%
4,120
+176
30
$816K 0.95%
1,495
-708
31
$782K 0.91%
4,266
32
$775K 0.91%
19,918
+849
33
$772K 0.9%
+9,051
34
$771K 0.9%
4,838
-99
35
$761K 0.89%
+20,230
36
$760K 0.89%
5,359
-1,024
37
$742K 0.87%
27,670
+372
38
$718K 0.84%
31,421
+3,134
39
$703K 0.82%
5,557
-1,425
40
$681K 0.8%
9,165
-379
41
$677K 0.79%
18,099
42
$668K 0.78%
62,756
+2,032
43
$668K 0.78%
34,610
+1,881
44
$656K 0.77%
+12,526
45
$638K 0.75%
56,939
-7
46
$631K 0.74%
11,501
-440
47
$627K 0.73%
+39,285
48
$619K 0.72%
4,722
+82
49
$585K 0.68%
1,984
-370
50
$559K 0.65%
50,790
+4,323
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