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
$110M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$827K
2
+$784K
3
+$406K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$244K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$169K

Top Sells

1
+$742K
2
+$692K
3
+$571K
4
CRWD icon
CrowdStrike
CRWD
+$235K
5
FTNT icon
Fortinet
FTNT
+$225K

Sector Composition

1 Technology 18.82%
2 Consumer Discretionary 10.22%
3 Financials 6.92%
4 Communication Services 6.77%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.6%
55,389
-10,545
52
$636K 0.58%
36,651
-3,818
53
$636K 0.58%
15,763
+1,177
54
$634K 0.57%
940
55
$606K 0.55%
1,760
56
$595K 0.54%
55,880
+1,046
57
$593K 0.54%
14,377
-732
58
$586K 0.53%
690
+15
59
$573K 0.52%
2,069
60
$572K 0.52%
3,656
+166
61
$565K 0.51%
21,716
-932
62
$551K 0.5%
8,341
+942
63
$536K 0.49%
46,504
+1,527
64
$532K 0.48%
42,418
65
$511K 0.46%
1,948
66
$503K 0.46%
3,268
-410
67
$480K 0.43%
4,492
+1
68
$464K 0.42%
23,271
+3,794
69
$439K 0.4%
22,337
+490
70
$422K 0.38%
2,714
-83
71
$414K 0.37%
14,278
-1,697
72
$399K 0.36%
19,778
73
$397K 0.36%
18,875
-54
74
$394K 0.36%
20,648
+308
75
$387K 0.35%
6,557
+18
1 2
3
4