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
$80.5M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$637K
3
+$629K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$622K
5
TSLA icon
Tesla
TSLA
+$524K

Top Sells

1
+$3.77M
2
+$3.29M
3
+$1.94M
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$768K
5
NVDA icon
NVIDIA
NVDA
+$466K

Sector Composition

1 Technology 13.46%
2 Consumer Discretionary 12.2%
3 Communication Services 7.82%
4 Healthcare 6.38%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.59%
24,861
+2,732
52
$439K 0.55%
1,666
+108
53
$434K 0.54%
4,077
+120
54
$420K 0.52%
17,410
-75
55
$405K 0.5%
34,784
-585
56
$401K 0.5%
110,399
-2,210
57
$390K 0.49%
1,878
58
$383K 0.48%
2,523
+1
59
$379K 0.47%
20,577
-214
60
$361K 0.45%
10,396
-483
61
$359K 0.45%
1,998
-324
62
$337K 0.42%
3,232
-4,061
63
$308K 0.38%
+16,265
64
$305K 0.38%
19,044
-850
65
$300K 0.37%
5,370
+10
66
$277K 0.34%
940
67
$269K 0.33%
1,025
-173
68
$269K 0.33%
6,600
69
$268K 0.33%
587
+7
70
$264K 0.33%
3,150
+12
71
$263K 0.33%
7,028
+268
72
$262K 0.33%
29,126
+102
73
$258K 0.32%
5,883
-1,185
74
$255K 0.32%
+2,967
75
$254K 0.32%
1,874
+73
1 2
3
4 5