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
$101M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$948K
3
+$943K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$706K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$565K

Top Sells

1
+$4.15M
2
+$2.44M
3
+$496K
4
AFRM icon
Affirm
AFRM
+$286K
5
BHK icon
BlackRock Core Bond Trust
BHK
+$246K

Sector Composition

1 Technology 17.92%
2 Consumer Discretionary 12.44%
3 Financials 6.34%
4 Communication Services 6.18%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$597K 0.59%
54,762
-22,561
52
$591K 0.59%
22,648
-5,112
53
$578K 0.57%
11,660
54
$569K 0.56%
11,573
-5,810
55
$566K 0.56%
6,056
-167
56
$549K 0.54%
14,573
-2,998
57
$549K 0.54%
5,107
+1,237
58
$547K 0.54%
14,586
59
$541K 0.54%
3,421
+106
60
$522K 0.52%
4,670
61
$521K 0.52%
+42,741
62
$515K 0.51%
6,525
-1,696
63
$509K 0.5%
17,686
-1,999
64
$498K 0.49%
44,949
+1,253
65
$496K 0.49%
2,069
66
$495K 0.49%
21,847
67
$493K 0.49%
1,893
-47
68
$463K 0.46%
23,908
-3,406
69
$458K 0.45%
940
70
$450K 0.45%
2,797
-78
71
$433K 0.43%
16,446
+57
72
$400K 0.4%
18,887
+903
73
$370K 0.37%
+18,227
74
$364K 0.36%
1,229
+20
75
$348K 0.34%
2,108
1 2
3
4