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
$116M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$500K
3
+$329K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$287K
5
FTNT icon
Fortinet
FTNT
+$269K

Top Sells

1
+$864K
2
+$735K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$382K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$314K

Sector Composition

1 Technology 19.7%
2 Consumer Discretionary 9.9%
3 Financials 6.77%
4 Communication Services 6.31%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.07%
2,173
+13
27
$1.23M 1.06%
+44,957
28
$1.17M 1%
14,583
+6,242
29
$1.17M 1%
59,219
+10,491
30
$1.17M 1%
29,412
-1,669
31
$1.12M 0.96%
11,671
-53
32
$1.09M 0.93%
5,207
33
$1.08M 0.93%
10,285
-157
34
$1.07M 0.92%
1,823
-7
35
$1.04M 0.9%
4,714
-3,324
36
$1.03M 0.89%
3,767
+56
37
$969K 0.83%
65,951
-368
38
$955K 0.82%
53,567
-2,884
39
$952K 0.82%
3,916
40
$942K 0.81%
19,960
41
$904K 0.78%
19,432
+138
42
$886K 0.76%
3,158
+85
43
$856K 0.74%
17,625
-300
44
$854K 0.73%
4,324
-122
45
$853K 0.73%
5,890
46
$842K 0.72%
3,268
+222
47
$818K 0.7%
11,153
+273
48
$816K 0.7%
37,748
-1,478
49
$794K 0.68%
4,873
+108
50
$784K 0.67%
1,936
+176
1
2
3 4