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OIM

Oder Investment Management Portfolio holdings

AUM $130M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
+12.73%
1 Year Est. Return
+25.54%
3 Year Est. Return
+88.68%
5 Year Est. Return
+89.81%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$96.7M
Cap. Flow %
94.77%
Top 10 Hldgs %
34.8%
Holding
553
New
552
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.52M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.71M
3
AMZN icon
Amazon
AMZN
+$4.35M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$3.39M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.97M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 12.2%
2 Technology 12.12%
3 Communication Services 10.4%
4 Healthcare 5.75%
5 Financials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHU
551
DELISTED
China Unicom (HONG KONG) Limited
CHU
$0 ﹤0.01%
+12
New +$76
19 20 21 22
23

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Oder Investment Management's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Oder Investment Management, which disclosed 553 positions worth $102M. Its ten largest holdings account for 35% of the portfolio.

Its largest position is Apple: 45,860 shares worth $6.09M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, followed by Technology and Communication Services.

  • Oder Investment Management's largest Q4 2020 buy was Apple: 45,860 shares worth $6.09M.
  • Oder Investment Management's ten largest holdings make up 35% of its $102M portfolio in Q4 2020.
  • Oder Investment Management disclosed 553 positions in Q4 2020, its first 13F filing on record.

Based on Oder Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.