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
$92.3M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.11M
3
+$245K
4
NVS icon
Novartis
NVS
+$201K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$182K

Top Sells

1
+$253K
2
+$232K
3
+$200K
4
FIW icon
First Trust Water ETF
FIW
+$122K
5
FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
+$113K

Sector Composition

1 Technology 16.42%
2 Consumer Discretionary 11.5%
3 Communication Services 6.17%
4 Financials 5.74%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.32%
1,759
+2
77
$276K 0.3%
488
78
$267K 0.29%
1,005
79
$247K 0.27%
919
-41
80
$245K 0.27%
+5,882
81
$240K 0.26%
9,220
82
$228K 0.25%
3,042
+4
83
$227K 0.25%
6,759
+5
84
$218K 0.24%
14,508
-611
85
$214K 0.23%
28,079
+123
86
$212K 0.23%
2,305
+3
87
$204K 0.22%
3,187
+14
88
$202K 0.22%
443
89
$201K 0.22%
+1,973
1 2 3
4