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
$92.3M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.11M
3
+$245K
4
NVS icon
Novartis
NVS
+$201K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$182K

Top Sells

1
+$253K
2
+$232K
3
+$200K
4
FIW icon
First Trust Water ETF
FIW
+$122K
5
FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
+$113K

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 11.5%
3 Communication Services 6.17%
4 Financials 5.74%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.64%
1,486
+2
52
$574K 0.62%
8,221
-150
53
$569K 0.62%
17,571
-1,820
54
$549K 0.59%
6,223
+1,556
55
$514K 0.56%
27,314
+237
56
$508K 0.55%
14,586
57
$507K 0.55%
11,660
58
$485K 0.53%
3,315
59
$473K 0.51%
2,069
60
$454K 0.49%
8,321
+173
61
$449K 0.49%
16,389
+55
62
$446K 0.48%
1,940
63
$422K 0.46%
43,696
-3,942
64
$411K 0.45%
21,847
+530
65
$404K 0.44%
2,875
-35
66
$401K 0.43%
3,870
67
$388K 0.42%
4,670
+10
68
$377K 0.41%
17,984
+49
69
$375K 0.41%
111,890
+841
70
$370K 0.4%
17,383
-2,850
71
$355K 0.38%
940
72
$337K 0.37%
17,955
+4,003
73
$320K 0.35%
2,108
74
$318K 0.34%
1,209
75
$298K 0.32%
1,330
1 2
3
4