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
$107M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$440K
2
+$273K
3
+$225K
4
MSTR icon
Strategy Inc
MSTR
+$210K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$209K

Top Sells

1
+$509K
2
+$374K
3
+$308K
4
GILD icon
Gilead Sciences
GILD
+$231K
5
KHC icon
Kraft Heinz
KHC
+$215K

Sector Composition

1 Technology 17.96%
2 Consumer Discretionary 11.87%
3 Financials 7.06%
4 Communication Services 6.59%
5 Healthcare 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.63%
1,760
-226
52
$634K 0.59%
15,109
+536
53
$620K 0.58%
4,680
+10
54
$610K 0.57%
2,069
55
$592K 0.55%
54,834
+72
56
$591K 0.55%
22,648
57
$571K 0.53%
7,399
-507
58
$571K 0.53%
940
59
$570K 0.53%
14,586
60
$566K 0.53%
3,678
+257
61
$563K 0.52%
42,418
-323
62
$550K 0.51%
3,490
+1,728
63
$544K 0.51%
1,948
+55
64
$522K 0.49%
6,539
+14
65
$496K 0.46%
44,977
+28
66
$495K 0.46%
675
+187
67
$482K 0.45%
4,491
-616
68
$475K 0.44%
21,847
69
$466K 0.43%
15,975
-471
70
$431K 0.4%
11,573
71
$415K 0.39%
2,797
72
$400K 0.37%
20,340
-3,568
73
$400K 0.37%
18,929
+42
74
$391K 0.36%
19,477
+1,250
75
$378K 0.35%
2,108
1 2
3
4