OIM
Oder Investment Management Portfolio holdings
AUM
$132M
This Quarter Return
+8.55%
1 Year Return
+34.49%
3 Year Return
+95.93%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(+6.2%)
Cap. Flow
+$91.3K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
38.03%
Holding
94
New
4
Increased
40
Reduced
29
Closed
4
Top Buys
| 1 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
$440K |
| 2 |
Chevron
CVX
|
$273K |
| 3 |
Fortinet
FTNT
|
$225K |
| 4 |
Strategy Inc Common Stock Class A
MSTR
|
$210K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$209K |
Top Sells
| 1 |
Pfizer
PFE
|
$509K |
| 2 |
Dick's Sporting Goods
DKS
|
$374K |
| 3 |
CrowdStrike
CRWD
|
$308K |
| 4 |
Gilead Sciences
GILD
|
$231K |
| 5 |
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 | 1.5% |
