OIM

Oder Investment Management Portfolio holdings

AUM $130M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$282K
3
+$242K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$241K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$237K

Top Sells

1
+$5.34M
2
+$820K
3
+$628K
4
UNH icon
UnitedHealth
UNH
+$318K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$282K

Sector Composition

1 Technology 24.71%
2 Consumer Discretionary 10.52%
3 Communication Services 7.51%
4 Financials 6.04%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.48%
37,009
+468
52
$669K 0.48%
58,158
+1,299
53
$664K 0.48%
66,753
+4,614
54
$660K 0.47%
714
+2
55
$639K 0.46%
38,484
+4,082
56
$633K 0.45%
1,853
+68
57
$606K 0.44%
16,046
+551
58
$597K 0.43%
3,843
+15
59
$587K 0.42%
2,271
-113
60
$567K 0.41%
3,164
-45
61
$565K 0.41%
18,068
+193
62
$563K 0.4%
5,020
63
$536K 0.38%
25,587
+138
64
$533K 0.38%
28,325
+5,776
65
$525K 0.38%
43,116
+7,083
66
$524K 0.38%
4,713
-378
67
$514K 0.37%
7,031
-167
68
$503K 0.36%
18,677
+42
69
$502K 0.36%
21,593
70
$458K 0.33%
10,452
-300
71
$444K 0.32%
2,183
72
$444K 0.32%
13,505
+1,511
73
$444K 0.32%
3,792
+4
74
$438K 0.31%
21,655
-138
75
$403K 0.29%
1,260
1 2
3
4 5