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
$91.3M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$542K
3
+$377K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$323K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$277K

Top Sells

1
+$1.24M
2
+$997K
3
+$417K
4
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$354K
5
TSLA icon
Tesla
TSLA
+$301K

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 12.5%
3 Communication Services 6.64%
4 Financials 5.95%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.29%
488
77
$262K 0.29%
2,302
+78
78
$256K 0.28%
9,220
+358
79
$243K 0.27%
3,173
+11
80
$241K 0.26%
15,119
-4,090
81
$238K 0.26%
6,754
-666
82
$234K 0.26%
3,038
-64
83
$233K 0.26%
27,956
+117
84
$213K 0.23%
960
-85
85
$212K 0.23%
443
86
– –
-33,090
87
– –
-5,846
1 2 3
4