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
$116M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$500K
3
+$329K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$287K
5
FTNT icon
Fortinet
FTNT
+$269K

Top Sells

1
+$864K
2
+$735K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$382K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$314K

Sector Composition

1 Technology 19.7%
2 Consumer Discretionary 9.9%
3 Financials 6.77%
4 Communication Services 6.31%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$778K 0.67%
12,003
-157
52
$777K 0.67%
4,504
+4
53
$710K 0.61%
58,933
+3,053
54
$708K 0.61%
16,963
+1,200
55
$690K 0.59%
55,984
+595
56
$690K 0.59%
15,358
+981
57
$678K 0.58%
956
+16
58
$670K 0.58%
2,069
59
$645K 0.55%
35,639
-1,012
60
$627K 0.54%
23,396
+1,680
61
$612K 0.53%
29,759
+6,488
62
$612K 0.53%
690
63
$606K 0.52%
50,995
+4,491
64
$559K 0.48%
3,252
-16
65
$544K 0.47%
3,691
+35
66
$496K 0.43%
4,492
67
$493K 0.42%
1,794
-154
68
$468K 0.4%
22,267
+3,392
69
$446K 0.38%
15,309
+1,031
70
$444K 0.38%
21,593
-744
71
$421K 0.36%
20,988
+340
72
$400K 0.34%
2,109
+1
73
$381K 0.33%
11,619
+1,265
74
$376K 0.32%
1,002
-15
75
$366K 0.31%
2,384
-330
1 2
3
4