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
$91.3M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$542K
3
+$377K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$323K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$277K

Top Sells

1
+$1.24M
2
+$997K
3
+$417K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$354K
5
TSLA icon
Tesla
TSLA
+$301K

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 12.5%
3 Communication Services 6.64%
4 Financials 5.95%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$854K 0.94%
80,253
-2,582
27
$849K 0.93%
85,105
28
$842K 0.92%
1,828
29
$827K 0.91%
9,111
+60
30
$813K 0.89%
3,849
-271
31
$804K 0.88%
19,960
-270
32
$751K 0.82%
20,484
-27,192
33
$726K 0.8%
27,708
+38
34
$724K 0.79%
4,061
-205
35
$722K 0.79%
66,939
+10,000
36
$721K 0.79%
19,391
-527
37
$718K 0.79%
5,428
+69
38
$716K 0.78%
12,638
+112
39
$711K 0.78%
31,206
-215
40
$698K 0.76%
1,484
-11
41
$691K 0.76%
17,339
-760
42
$690K 0.76%
11,120
-381
43
$685K 0.75%
62,657
-99
44
$677K 0.74%
5,026
+188
45
$663K 0.73%
34,868
+258
46
$643K 0.7%
4,803
+81
47
$616K 0.68%
1,984
48
$600K 0.66%
37,566
-1,719
49
$586K 0.64%
2,041
50
$579K 0.63%
8,371
-794
1
2
3 4