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
$92.3M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.11M
3
+$245K
4
NVS icon
Novartis
NVS
+$201K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$182K

Top Sells

1
+$253K
2
+$232K
3
+$200K
4
FIW icon
First Trust Water ETF
FIW
+$122K
5
FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
+$113K

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 11.5%
3 Communication Services 6.17%
4 Financials 5.74%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$914K 0.99%
11,280
-2,864
27
$862K 0.93%
31,490
+27
28
$840K 0.91%
43,267
-1,188
29
$835K 0.9%
85,105
30
$808K 0.88%
35,716
+4,510
31
$781K 0.85%
3,849
32
$776K 0.84%
19,960
33
$769K 0.83%
77,323
-2,930
34
$752K 0.81%
5,042
+16
35
$748K 0.81%
1,828
36
$734K 0.8%
66,807
+4,150
37
$706K 0.76%
12,851
+213
38
$701K 0.76%
27,760
+52
39
$698K 0.76%
4,973
+170
40
$694K 0.75%
66,707
-232
41
$683K 0.74%
11,120
42
$679K 0.74%
3,961
-100
43
$676K 0.73%
17,339
44
$655K 0.71%
41,006
+3,440
45
$653K 0.71%
34,868
46
$653K 0.71%
19,685
-799
47
$613K 0.66%
2,041
48
$612K 0.66%
35,841
+6,146
49
$602K 0.65%
5,545
+117
50
$600K 0.65%
1,985
+1
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2
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