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
$120M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$628K
3
+$389K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$334K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$322K

Top Sells

1
+$3.71M
2
+$2.38M
3
+$794K
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$521K
5
STZ icon
Constellation Brands
STZ
+$448K

Sector Composition

1 Technology 22.35%
2 Consumer Discretionary 11.65%
3 Financials 8.04%
4 Communication Services 6.95%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$645K 0.54%
61,690
+2,757
52
$645K 0.54%
14,661
-4,771
53
$633K 0.53%
35,778
+139
54
$633K 0.53%
690
55
$618K 0.51%
15,450
+92
56
$617K 0.51%
30,634
+875
57
$567K 0.47%
1,794
58
$566K 0.47%
50,173
-822
59
$557K 0.46%
5,313
-4,972
60
$555K 0.46%
21,474
-1,922
61
$536K 0.45%
3,702
+11
62
$533K 0.44%
3,210
-42
63
$517K 0.43%
21,593
64
$483K 0.4%
15,393
+84
65
$479K 0.4%
4,493
+1
66
$478K 0.4%
19,778
67
$470K 0.39%
22,297
+30
68
$439K 0.37%
2,384
69
$430K 0.36%
7,057
-1,649
70
$401K 0.33%
999
-3
71
$391K 0.33%
2,109
72
$389K 0.32%
21,283
+295
73
$389K 0.32%
+12,645
74
$367K 0.31%
1,268
+38
75
$367K 0.31%
1,275
1 2
3
4