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
$85.2M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$826K
3
+$818K
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$525K
5
AMZN icon
Amazon
AMZN
+$464K

Top Sells

1
+$602K
2
+$554K
3
+$303K
4
AGNG icon
Global X Aging Population ETF
AGNG
+$206K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$202K

Sector Composition

1 Consumer Discretionary 13.14%
2 Technology 12.84%
3 Communication Services 8%
4 Financials 5.61%
5 Healthcare 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.28%
29,024
+95
77
$221K 0.26%
+9,400
78
$220K 0.26%
6,600
+13
79
$212K 0.25%
6,760
-266
80
– –
-3,432
81
– –
-8,810
82
– –
-8,151
1 2 3
4