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
$80.5M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$637K
3
+$629K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$622K
5
TSLA icon
Tesla
TSLA
+$524K

Top Sells

1
+$3.77M
2
+$3.29M
3
+$1.94M
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$768K
5
NVDA icon
NVIDIA
NVDA
+$466K

Sector Composition

1 Technology 13.46%
2 Consumer Discretionary 12.2%
3 Communication Services 7.82%
4 Healthcare 6.38%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.3%
2,035
-50
77
$219K 0.27%
+8,344
78
$212K 0.26%
+3,433
79
$196K 0.24%
+443
80
$196K 0.24%
+1,028
81
$190K 0.24%
+2,090
82
$178K 0.22%
12,210
-31,910
83
$168K 0.21%
+489
84
$159K 0.2%
+895
85
$149K 0.18%
+1,498
86
$140K 0.17%
+4,741
87
$132K 0.16%
13,644
-9,003
88
$131K 0.16%
+2,850
89
$127K 0.16%
+3,605
90
$121K 0.15%
+1,927
91
$117K 0.14%
+2,385
92
$93.3K 0.12%
+1,059
93
$82.1K 0.1%
+2,018
94
$72.7K 0.09%
+1,526
95
$68.4K 0.09%
+1,235
96
$44.7K 0.06%
+703
97
– –
-23,296
98
– –
-1,400
99
– –
-164,994
100
– –
-149,931
1 2 3
4
5