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
$76.7M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$971K
2
+$346K
3
+$308K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$251K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$249K

Top Sells

1
+$458K
2
+$382K
3
+$334K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$267K
5
KO icon
Coca-Cola
KO
+$249K

Sector Composition

1 Technology 15.51%
2 Consumer Discretionary 15.36%
3 Communication Services 10.98%
4 Healthcare 7.8%
5 Financials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.3%
7,436
77
$218K 0.28%
2,392
-200
78
$217K 0.28%
443
79
$135K 0.18%
14,347
+15
80
$92K 0.12%
11,099
+42
81
– –
-3,601
82
– –
-3,686
83
– –
-9,701
84
– –
-4,074
85
– –
-9,296
1 2 3
4