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
$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
51
$398K 0.54%
1,322
-29
52
$397K 0.54%
7,671
-97
53
$393K 0.54%
2,596
54
$386K 0.53%
1,822
55
$380K 0.52%
1,029
+102
56
$379K 0.52%
1,179
+1,106
57
$377K 0.52%
1,645
-26
58
$372K 0.51%
1,529
-277
59
$344K 0.47%
7,175
60
$340K 0.46%
6,191
-189
61
$334K 0.46%
9,701
+131
62
$303K 0.41%
11,786
+755
63
$296K 0.4%
5,656
64
$293K 0.4%
11,205
+15
65
$290K 0.4%
1,686
+103
66
$284K 0.39%
1,267
67
$273K 0.37%
28,839
68
$272K 0.37%
10,716
+423
69
$259K 0.35%
3,597
70
$258K 0.35%
16,413
+1,512
71
$254K 0.35%
1,546
72
$252K 0.34%
51,704
+174
73
$243K 0.33%
9,888
+782
74
$238K 0.33%
2,266
-361
75
$231K 0.32%
3,579
-4,206
1 2
3
4 5