OIM

Oder Investment Management Portfolio holdings

AUM $139M
1-Year Est. Return 40.52%
This Quarter Est. Return
1 Year Est. Return
+40.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$800K
3
+$506K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$425K
5
ZM icon
Zoom
ZM
+$356K

Top Sells

1
+$3.17M
2
+$2.96M
3
+$2.77M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.19M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$2.07M

Sector Composition

1 Consumer Discretionary 15.78%
2 Technology 14.08%
3 Communication Services 10.87%
4 Healthcare 7.84%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-485
477
– –
-4
478
– –
-44
479
– –
-21
480
– –
-114
481
– –
-18
482
– –
-215
483
– –
-208
484
– –
-289
485
– –
-573
486
– –
-48
487
– –
-400
488
– –
-16
489
– –
-215
490
– –
-342
491
– –
-73
492
– –
-198
493
– –
-70
494
– –
-37
495
– –
-272
496
– –
-104
497
– –
-313
498
– –
-107
499
– –
-1,936
500
– –
-96
18 19
20
21 22