OIM

Oder Investment Management Portfolio holdings

AUM $138M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$574K
3
+$390K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$310K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$301K

Top Sells

1
+$1.66M
2
+$715K
3
+$620K
4
PLTR icon
Palantir
PLTR
+$541K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$360K

Sector Composition

1 Technology 22.37%
2 Financials 10.07%
3 Consumer Discretionary 9.44%
4 Communication Services 6.99%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.15%
52,418
+406
27
$1.52M 1.14%
27,499
-2,406
28
$1.39M 1.05%
29,438
+32
29
$1.35M 1.02%
10,856
30
$1.28M 0.97%
9,560
31
$1.26M 0.95%
116,767
+9,628
32
$1.2M 0.91%
4,082
-123
33
$1.18M 0.89%
4,289
+2
34
$1.08M 0.82%
3,547
-35
35
$1.07M 0.81%
5,410
+152
36
$1.05M 0.8%
11,548
-302
37
$1.01M 0.76%
3,698
38
$1.01M 0.76%
34,239
-449
39
$1M 0.76%
19,960
40
$967K 0.73%
57,688
-1,201
41
$958K 0.72%
43,767
+5,943
42
$924K 0.7%
17,625
43
$847K 0.64%
11,873
+148
44
$820K 0.62%
16,445
45
$770K 0.58%
17,248
46
$725K 0.55%
16,756
+145
47
$709K 0.54%
3,818
-97
48
$705K 0.53%
712
+2
49
$694K 0.52%
33,885
+683
50
$684K 0.52%
1,866
-31
1
2
3 4