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
$85.5M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$761K
3
+$656K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$627K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$527K

Top Sells

1
+$714K
2
+$649K
3
+$386K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$335K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$258K

Sector Composition

1 Technology 15.34%
2 Consumer Discretionary 12.45%
3 Communication Services 8.53%
4 Financials 5.86%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$537K 0.63%
30,104
+5,243
52
$514K 0.6%
3,315
-208
53
$494K 0.58%
2,069
54
$490K 0.57%
14,586
-855
55
$485K 0.57%
10,119
-277
56
$440K 0.51%
3,989
-88
57
$437K 0.51%
1,940
+62
58
$433K 0.51%
2,041
+6
59
$422K 0.49%
16,280
-1,130
60
$417K 0.49%
33,090
-1,694
61
$400K 0.47%
112,300
+1,901
62
$395K 0.46%
21,552
+2,508
63
$383K 0.45%
2,523
64
$375K 0.44%
1,341
-325
65
$370K 0.43%
19,209
-1,368
66
$364K 0.43%
3,048
-184
67
$339K 0.4%
12,210
68
$325K 0.38%
940
69
$318K 0.37%
16,585
+320
70
$299K 0.35%
4,660
-710
71
$298K 0.35%
2,224
+350
72
$287K 0.34%
7,420
+820
73
$286K 0.34%
1,755
-243
74
$270K 0.32%
3,162
+12
75
$257K 0.3%
3,102
+135
1 2
3
4