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
$91.3M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$542K
3
+$377K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$323K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$277K

Top Sells

1
+$1.24M
2
+$997K
3
+$417K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$354K
5
TSLA icon
Tesla
TSLA
+$301K

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 12.5%
3 Communication Services 6.64%
4 Financials 5.95%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.59%
+27,077
52
$540K 0.59%
29,695
-409
53
$526K 0.58%
8,148
-1,971
54
$525K 0.57%
4,667
-890
55
$520K 0.57%
47,638
-3,152
56
$516K 0.57%
14,586
57
$508K 0.56%
3,315
58
$507K 0.56%
2,069
59
$493K 0.54%
11,660
-550
60
$461K 0.5%
1,940
61
$430K 0.47%
16,334
+54
62
$428K 0.47%
2,910
-138
63
$423K 0.46%
21,317
-235
64
$416K 0.46%
3,870
-119
65
$414K 0.45%
940
66
$405K 0.44%
4,660
67
$391K 0.43%
111,049
-1,251
68
$377K 0.41%
+17,935
69
$361K 0.4%
1,209
-132
70
$333K 0.36%
2,108
-415
71
$323K 0.35%
+1,330
72
$310K 0.34%
20,233
+5,492
73
$277K 0.3%
+1,005
74
$276K 0.3%
1,757
+2
75
$264K 0.29%
13,952
-2,633
1 2
3
4