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
$88M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.67M
3
+$2.63M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.16M

Top Sells

1
+$650K
2
+$285K
3
+$130K
4
LMT icon
Lockheed Martin
LMT
+$113K
5
DEO icon
Diageo
DEO
+$61.4K

Sector Composition

1 Communication Services 10.94%
2 Consumer Discretionary 10.03%
3 Technology 8.73%
4 Financials 5.71%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.55%
+28,423
52
$458K 0.52%
115,809
+51,569
53
$456K 0.52%
6,740
+2,120
54
$448K 0.51%
17,372
+1,087
55
$447K 0.51%
3,592
+45
56
$425K 0.48%
+9,196
57
$419K 0.48%
2,522
58
$416K 0.47%
1,878
59
$411K 0.47%
23,053
+1,068
60
$410K 0.47%
31,285
+119
61
$405K 0.46%
2,484
-798
62
$399K 0.45%
1,437
63
$368K 0.42%
16,731
+1,177
64
$366K 0.42%
15,961
+32
65
$354K 0.4%
970
-11
66
$352K 0.4%
940
-14
67
$343K 0.39%
1,856
+183
68
$337K 0.38%
5,350
+10
69
$326K 0.37%
11,950
+1,320
70
$321K 0.36%
1,675
+210
71
$305K 0.35%
1,233
72
$298K 0.34%
517
+51
73
$295K 0.34%
5,656
74
$286K 0.33%
28,839
75
$275K 0.31%
2,030
+160
1 2
3
4