OIM
Oder Investment Management Portfolio holdings
AUM
$130M
1-Year Est. Return
25.54%
This Fund
S&P 500
1 Year Est. Return
+25.54%
AUM
$130M
AUM Growth
-$7.89M
(-5.7%)
Holding
104
Top Buys
| 1 | +$842K | |
| 2 | +$554K | |
| 3 | +$447K | |
| 4 |
VOLT
Tema Electrification ETF
VOLT
|
+$406K |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$305K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$598K | |
| 3 | +$458K | |
| 4 |
Tesla
TSLA
|
+$363K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$297K |
Sector Composition
| 1 | Technology | 21.84% |
| 2 | Consumer Discretionary | 9.04% |
| 3 | Communication Services | 7.46% |
| 4 | Financials | 5.6% |
| 5 | Energy | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.62B
| $190K | 0.15% |
22,068
|
|
||
102
Peloton Interactive
PTON
$2.52B
| $99.4K | 0.08% |
23,162
-122,694
|
|
||
|
BFZ
103
DELISTED
BlackRock CA Municipal Income Trust
BFZ
| – | – |
-110,929
|
|
||
104
Reddit
RDDT
$32.5B
| – | – |
-958
|
|