OIM

Oder Investment Management Portfolio holdings

AUM $130M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$282K
3
+$242K
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$241K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$237K

Top Sells

1
+$5.34M
2
+$820K
3
+$628K
4
UNH icon
UnitedHealth
UNH
+$318K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$282K

Sector Composition

1 Technology 24.71%
2 Consumer Discretionary 10.52%
3 Communication Services 7.51%
4 Financials 6.04%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.29%
8,689
+1,290
77
$400K 0.29%
4,761
+1,054
78
$390K 0.28%
11,651
+15
79
$359K 0.26%
451
-20
80
$345K 0.25%
2,029
-331
81
$297K 0.21%
976
82
$296K 0.21%
2,781
+8
83
$287K 0.21%
1,019
+151
84
$275K 0.2%
5,878
85
$270K 0.19%
837
86
$267K 0.19%
1,386
87
$267K 0.19%
29,266
+146
88
$264K 0.19%
443
89
$259K 0.19%
70,089
+676
90
$254K 0.18%
+1,027
91
$245K 0.18%
+2,218
92
$241K 0.17%
2,178
93
$240K 0.17%
334
-6
94
$239K 0.17%
+3,486
95
$232K 0.17%
1,132
96
$224K 0.16%
1,970
97
$214K 0.15%
7,591
-772
98
$206K 0.15%
+3,035
99
– –
-16,445
100
– –
-57,055
1 2 3
4
5