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
$85.2M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$860K
3
+$768K
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$504K
5
AMZN icon
Amazon
AMZN
+$415K

Top Sells

1
+$596K
2
+$554K
3
+$302K
4
AGNG icon
Global X Aging Population ETF
AGNG
+$206K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$202K

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 13.14%
3 Communication Services 8%
4 Financials 5.11%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.59%
+15,441
52
$489K 0.57%
2,405
53
$478K 0.56%
43,576
+9,642
54
$462K 0.54%
3,504
-100
55
$425K 0.5%
22,647
+3,488
56
$416K 0.49%
17,485
+467
57
$415K 0.49%
3,957
-123
58
$403K 0.47%
112,609
+742
59
$400K 0.47%
22,129
+578
60
$396K 0.46%
35,369
+101
61
$359K 0.42%
1,558
-109
62
$343K 0.4%
2,522
63
$334K 0.39%
2,322
-56
64
$334K 0.39%
1,878
65
$319K 0.37%
20,791
+381
66
$318K 0.37%
19,894
+855
67
$295K 0.35%
+1,400
68
$293K 0.34%
10,879
+3,549
69
$283K 0.33%
2,085
70
$275K 0.32%
7,068
+1,908
71
$274K 0.32%
580
72
$270K 0.32%
1,198
73
$260K 0.31%
1,801
-57
74
$240K 0.28%
3,138
+12
75
$238K 0.28%
5,360
+10
1 2
3
4