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
$101M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$948K
3
+$943K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$706K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$565K

Top Sells

1
+$4.15M
2
+$2.44M
3
+$496K
4
AFRM icon
Affirm
AFRM
+$286K
5
BHK icon
BlackRock Core Bond Trust
BHK
+$246K

Sector Composition

1 Technology 17.92%
2 Consumer Discretionary 12.44%
3 Financials 6.34%
4 Communication Services 6.18%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 1.01%
11,354
+74
27
$1.01M 1%
6,870
+1,325
28
$1.01M 1%
54,674
+18,833
29
$1.01M 1%
29,899
-1,591
30
$1.01M 0.99%
3,820
-29
31
$986K 0.98%
10,060
-51
32
$943K 0.93%
+42,138
33
$936K 0.93%
9,869
-1,289
34
$910K 0.9%
71,543
+4,836
35
$884K 0.87%
12,846
-5
36
$857K 0.85%
41,190
-2,077
37
$849K 0.84%
19,960
38
$829K 0.82%
1,828
39
$811K 0.8%
41,669
+6,801
40
$782K 0.77%
5,045
+3
41
$763K 0.76%
2,157
+116
42
$757K 0.75%
3,961
43
$754K 0.75%
66,613
-194
44
$740K 0.73%
17,339
45
$713K 0.71%
1,456
-30
46
$711K 0.7%
10,880
-240
47
$688K 0.68%
1,986
+1
48
$682K 0.67%
40,422
-584
49
$616K 0.61%
7,906
-415
50
$607K 0.6%
12,628
+6,746
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