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
$107M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$440K
2
+$273K
3
+$225K
4
MSTR icon
Strategy Inc
MSTR
+$210K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$209K

Top Sells

1
+$509K
2
+$374K
3
+$308K
4
GILD icon
Gilead Sciences
GILD
+$231K
5
KHC icon
Kraft Heinz
KHC
+$215K

Sector Composition

1 Technology 17.96%
2 Consumer Discretionary 11.87%
3 Financials 7.06%
4 Communication Services 6.59%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.1%
3,686
-960
27
$1.18M 1.1%
31,005
+1,106
28
$1.17M 1.09%
5,207
-1,663
29
$1.15M 1.07%
3,811
-9
30
$1.07M 1%
10,066
+6
31
$1.07M 0.99%
65,178
-1,499
32
$1.05M 0.98%
2,158
+1
33
$1.05M 0.98%
47,068
+4,930
34
$1.04M 0.97%
14,405
+1,559
35
$955K 0.89%
10,570
-1,090
36
$925K 0.86%
66,319
-5,224
37
$925K 0.86%
9,056
-813
38
$893K 0.83%
19,960
39
$889K 0.83%
42,201
+1,011
40
$880K 0.82%
6,118
+62
41
$851K 0.79%
44,092
+2,423
42
$832K 0.78%
1,830
+2
43
$826K 0.77%
4,537
-508
44
$815K 0.76%
3,961
45
$812K 0.76%
17,925
+586
46
$797K 0.74%
16,213
+3,585
47
$785K 0.73%
65,934
-679
48
$747K 0.7%
10,880
49
$742K 0.69%
1,420
-36
50
$701K 0.65%
40,469
+47
1
2
3 4