OIM

Oder Investment Management Portfolio holdings

AUM $130M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$282K
3
+$242K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$241K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$237K

Top Sells

1
+$5.34M
2
+$820K
3
+$628K
4
UNH icon
UnitedHealth
UNH
+$318K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$282K

Sector Composition

1 Technology 24.71%
2 Consumer Discretionary 10.52%
3 Communication Services 7.51%
4 Financials 6.04%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.17%
28,418
+919
27
$1.51M 1.08%
29,230
-208
28
$1.32M 0.95%
3,720
+173
29
$1.29M 0.93%
117,659
+892
30
$1.22M 0.87%
10,150
+590
31
$1.22M 0.87%
5,475
+65
32
$1.2M 0.86%
10,516
-340
33
$1.15M 0.83%
4,089
+7
34
$1.13M 0.81%
11,855
+307
35
$1.13M 0.81%
35,408
+1,169
36
$1.12M 0.81%
3,407
-882
37
$1.12M 0.8%
50,695
+21,636
38
$1.06M 0.76%
19,960
39
$996K 0.72%
57,688
40
$984K 0.71%
43,804
+37
41
$972K 0.7%
17,625
42
$939K 0.67%
104,324
+37,950
43
$920K 0.66%
11,873
44
$889K 0.64%
3,839
+21
45
$837K 0.6%
3,531
-167
46
$825K 0.59%
1,954
47
$823K 0.59%
17,691
+443
48
$750K 0.54%
36,449
+2,564
49
$747K 0.54%
16,995
+239
50
$736K 0.53%
1,817
-49
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2
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