OIM

Oder Investment Management Portfolio holdings

AUM $138M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$574K
3
+$390K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$310K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$301K

Top Sells

1
+$1.66M
2
+$715K
3
+$620K
4
PLTR icon
Palantir
PLTR
+$541K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$360K

Sector Composition

1 Technology 22.37%
2 Financials 10.07%
3 Consumer Discretionary 9.44%
4 Communication Services 6.99%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$650K 0.49%
36,541
+1,022
52
$641K 0.48%
29,059
+1,525
53
$640K 0.48%
1,954
54
$635K 0.48%
56,859
+6,466
55
$634K 0.48%
1,785
-29
56
$604K 0.46%
62,139
+234
57
$600K 0.45%
+5,020
58
$579K 0.44%
2,384
59
$560K 0.42%
5,091
+598
60
$554K 0.42%
17,875
+1,618
61
$554K 0.42%
34,402
-14,152
62
$551K 0.42%
15,495
+4,275
63
$548K 0.41%
3,828
+15
64
$532K 0.4%
25,449
+2,183
65
$518K 0.39%
3,209
-1
66
$504K 0.38%
21,593
67
$498K 0.38%
7,198
-198
68
$497K 0.38%
18,635
-3,607
69
$461K 0.35%
66,374
+13,246
70
$437K 0.33%
36,033
-14,163
71
$428K 0.32%
10,752
-970
72
$424K 0.32%
2,183
-5
73
$422K 0.32%
22,549
+262
74
$410K 0.31%
21,793
+384
75
$402K 0.3%
947
-3
1 2
3
4