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
$76.7M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$971K
2
+$346K
3
+$308K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$251K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$249K

Top Sells

1
+$458K
2
+$382K
3
+$334K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$267K
5
KO icon
Coca-Cola
KO
+$249K

Sector Composition

1 Technology 15.51%
2 Consumer Discretionary 15.36%
3 Communication Services 10.98%
4 Healthcare 7.8%
5 Financials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K 0.58%
1,839
52
$442K 0.58%
20,378
+1,676
53
$426K 0.56%
1,822
54
$420K 0.55%
7,928
+257
55
$412K 0.54%
1,322
56
$399K 0.52%
2,521
-75
57
$389K 0.51%
1,436
-93
58
$376K 0.49%
22,807
+6,394
59
$361K 0.47%
954
-75
60
$358K 0.47%
12,570
+784
61
$330K 0.43%
6,287
+96
62
$327K 0.43%
11,971
+766
63
$313K 0.41%
5,656
64
$312K 0.41%
1,118
65
$299K 0.39%
12,414
+2,753
66
$297K 0.39%
6,986
-189
67
$292K 0.38%
28,839
68
$291K 0.38%
1,261
-6
69
$288K 0.38%
1,502
-44
70
$280K 0.37%
60,198
+8,494
71
$273K 0.36%
1,401
-285
72
$246K 0.32%
2,354
+88
73
$245K 0.32%
9,936
+48
74
$245K 0.32%
3,280
-317
75
$240K 0.31%
3,489
-90
1 2
3
4