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
$116M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$500K
3
+$329K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$287K
5
FTNT icon
Fortinet
FTNT
+$269K

Top Sells

1
+$864K
2
+$735K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$382K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$314K

Sector Composition

1 Technology 19.7%
2 Consumer Discretionary 9.9%
3 Financials 6.77%
4 Communication Services 6.31%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.31%
19,778
77
$362K 0.31%
1,275
78
$355K 0.31%
8,706
-2,377
79
$334K 0.29%
1,098
-95
80
$329K 0.28%
+17,504
81
$293K 0.25%
4,656
-1,901
82
$292K 0.25%
905
-14
83
$269K 0.23%
+3,467
84
$252K 0.22%
443
85
$248K 0.21%
28,690
+129
86
$248K 0.21%
66,456
-16,212
87
$238K 0.2%
+5,654
88
$212K 0.18%
+427
89
$212K 0.18%
1,947
+3
90
$207K 0.18%
+1,230
91
$201K 0.17%
996
92
– –
-42,418
93
– –
-8,644
94
– –
-3,234
1 2 3
4