OIM
Oder Investment Management Portfolio holdings
AUM
$139M
1-Year Est. Return
40.52%
1 Year Est. Return
+40.52%
AUM
$139M
AUM Growth
+$6.89M
(+5.2%)
Holding
101
Top Buys
| 1 | +$478K | |
| 2 | +$342K | |
| 3 | +$254K | |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$245K |
| 5 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$241K |
Top Sells
| 1 | +$5.34M | |
| 2 | +$820K | |
| 3 | +$707K | |
| 4 |
UnitedHealth
UNH
|
+$318K |
| 5 |
Broadcom
AVGO
|
+$291K |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Consumer Discretionary | 10.52% |
| 3 | Communication Services | 7.51% |
| 4 | Financials | 5.67% |
| 5 | Energy | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
UnitedHealth
UNH
$301B
| – | – |
-1,020
|
|