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
$110M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$827K
2
+$784K
3
+$406K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$244K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$169K

Top Sells

1
+$742K
2
+$692K
3
+$571K
4
CRWD icon
CrowdStrike
CRWD
+$235K
5
FTNT icon
Fortinet
FTNT
+$225K

Sector Composition

1 Technology 18.82%
2 Consumer Discretionary 10.22%
3 Financials 6.92%
4 Communication Services 6.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.12%
31,081
+76
27
$1.21M 1.09%
60,726
+856
28
$1.18M 1.07%
3,073
-613
29
$1.16M 1.05%
11,724
+25
30
$1.12M 1.01%
5,207
31
$1.09M 0.99%
2,160
+2
32
$1.07M 0.97%
10,442
+376
33
$954K 0.86%
3,711
-100
34
$937K 0.85%
48,728
+4,636
35
$923K 0.84%
56,451
-8,727
36
$919K 0.83%
19,960
37
$896K 0.81%
12,160
-2,245
38
$874K 0.79%
66,319
39
$864K 0.78%
8,644
-412
40
$860K 0.78%
5,890
-228
41
$855K 0.77%
1,830
42
$842K 0.76%
3,916
-45
43
$840K 0.76%
19,294
+3,081
44
$839K 0.76%
17,925
45
$827K 0.75%
+4,765
46
$815K 0.74%
39,226
-2,975
47
$784K 0.71%
10,880
48
$784K 0.71%
+3,046
49
$763K 0.69%
4,446
-91
50
$723K 0.65%
4,500
-180
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2
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