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
$101M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$948K
3
+$943K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$706K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$565K

Top Sells

1
+$4.15M
2
+$2.44M
3
+$496K
4
AFRM icon
Affirm
AFRM
+$286K
5
BHK icon
BlackRock Core Bond Trust
BHK
+$246K

Sector Composition

1 Technology 17.92%
2 Consumer Discretionary 12.44%
3 Financials 6.34%
4 Communication Services 6.18%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.33%
1,330
77
$322K 0.32%
488
78
$304K 0.3%
1,001
-4
79
$296K 0.29%
82,826
-29,064
80
$268K 0.27%
9,421
+201
81
$265K 0.26%
920
+1
82
$263K 0.26%
1,762
+3
83
$232K 0.23%
+1,576
84
$231K 0.23%
2,847
-195
85
$227K 0.22%
29,498
+1,419
86
$225K 0.22%
443
87
$215K 0.21%
5,814
-945
88
$209K 0.21%
3,202
+15
89
$200K 0.2%
11,895
-2,613
90
$176K 0.17%
+19,778
91
– –
-2,305
92
– –
-1,973
93
– –
-176,686
94
– –
-114,900
1 2 3
4