OIM

Oder Investment Management Portfolio holdings

AUM $138M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$574K
3
+$390K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$310K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$301K

Top Sells

1
+$1.66M
2
+$715K
3
+$620K
4
PLTR icon
Palantir
PLTR
+$541K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$360K

Sector Composition

1 Technology 22.37%
2 Financials 10.07%
3 Consumer Discretionary 9.44%
4 Communication Services 6.99%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.3%
3,707
+240
77
$372K 0.28%
11,994
+4,146
78
$371K 0.28%
11,636
79
$360K 0.27%
1,260
-15
80
$338K 0.26%
837
-431
81
$333K 0.25%
471
+20
82
$318K 0.24%
+1,020
83
$317K 0.24%
2,360
+7
84
$317K 0.24%
+7,399
85
$290K 0.22%
2,773
+819
86
$285K 0.22%
976
-52
87
$282K 0.21%
+340
88
$263K 0.2%
5,878
+560
89
$259K 0.2%
29,120
+152
90
$255K 0.19%
69,413
+663
91
$251K 0.19%
443
92
$242K 0.18%
868
-37
93
$242K 0.18%
8,363
+43
94
$241K 0.18%
2,178
+1
95
$230K 0.17%
1,386
-4,139
96
$212K 0.16%
1,970
-94
97
$207K 0.16%
+1,132
98
– –
-1,484
99
– –
-8,568
1 2 3
4