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
$68.2M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$701K
3
+$506K
4
LMT icon
Lockheed Martin
LMT
+$491K
5
AVGO icon
Broadcom
AVGO
+$259K

Top Sells

1
+$5.72M
2
+$4.38M
3
+$765K
4
AMGN icon
Amgen
AMGN
+$716K
5
PFE icon
Pfizer
PFE
+$661K

Sector Composition

1 Communication Services 15.86%
2 Consumer Discretionary 11.03%
3 Technology 9.28%
4 Financials 7.23%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.59%
1,822
52
$403K 0.59%
19,769
-609
53
$394K 0.58%
2,521
54
$393K 0.58%
1,436
55
$387K 0.57%
13,229
+659
56
$340K 0.5%
1,546
-2,215
57
$333K 0.49%
3,289
+935
58
$326K 0.48%
13,297
+3,361
59
$326K 0.48%
11,986
+15
60
$314K 0.46%
5,656
61
$308K 0.45%
1,179
62
$306K 0.45%
14,182
+1,768
63
$297K 0.44%
1,233
-28
64
$292K 0.43%
64,045
+3,847
65
$287K 0.42%
1,118
66
$282K 0.41%
28,839
67
$278K 0.41%
1,441
-61
68
$269K 0.39%
5,733
-554
69
$259K 0.38%
+5,340
70
$243K 0.36%
1,402
+1
71
$243K 0.36%
3,492
+3
72
$243K 0.36%
3,280
73
$239K 0.35%
6,303
-683
74
$226K 0.33%
1,527
-637
75
$213K 0.31%
443
1 2
3
4