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
$88M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.67M
3
+$2.63M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.47M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.16M

Top Sells

1
+$650K
2
+$285K
3
+$130K
4
LMT icon
Lockheed Martin
LMT
+$113K
5
DEO icon
Diageo
DEO
+$61.4K

Sector Composition

1 Communication Services 10.94%
2 Consumer Discretionary 10.03%
3 Technology 8.73%
4 Financials 5.71%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$267K 0.3%
5,958
+224
77
$264K 0.3%
2,110
-259
78
$259K 0.29%
6,576
+218
79
$228K 0.26%
3,282
80
$227K 0.26%
+4,638
81
$225K 0.26%
+4,514
82
$221K 0.25%
3,722
-302
83
$217K 0.25%
443
84
$215K 0.24%
1,057
-302
85
$211K 0.24%
+3,114
86
$205K 0.23%
7,139
87
$105K 0.12%
19,778
88
$89K 0.1%
11,199
+35
89
– –
-2,467
90
– –
-2,433
1 2 3
4