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
$68.2M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$701K
3
+$506K
4
LMT icon
Lockheed Martin
LMT
+$491K
5
AVGO icon
Broadcom
AVGO
+$259K

Top Sells

1
+$5.72M
2
+$4.38M
3
+$765K
4
AMGN icon
Amgen
AMGN
+$716K
5
PFE icon
Pfizer
PFE
+$661K

Sector Composition

1 Communication Services 15.86%
2 Consumer Discretionary 11.03%
3 Technology 9.28%
4 Financials 7.23%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.3%
7,139
-297
77
$149K 0.22%
+19,778
78
$134K 0.2%
14,358
+11
79
$91K 0.13%
11,131
+32
80
– –
-6,792
81
– –
-2,938
82
– –
-25,440
83
– –
-1,322
84
– –
-2,392
85
– –
-41,785
1 2 3
4