OIM

Oder Investment Management Portfolio holdings

AUM $139M
1-Year Est. Return 40.52%
This Quarter Est. Return
1 Year Est. Return
+40.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$800K
3
+$506K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$425K
5
ZM icon
Zoom
ZM
+$356K

Top Sells

1
+$3.17M
2
+$2.96M
3
+$2.77M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.19M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$2.07M

Sector Composition

1 Consumer Discretionary 15.78%
2 Technology 14.08%
3 Communication Services 10.87%
4 Healthcare 7.84%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-218
102
– –
-175
103
– –
-683
104
– –
-250
105
– –
-26
106
– –
-287
107
– –
-6
108
– –
-351
109
– –
-70
110
– –
-401
111
– –
-60
112
– –
-334
113
– –
-89
114
– –
-392
115
– –
-1,035
116
– –
-94
117
– –
-117
118
– –
-202
119
– –
-78
120
– –
-107
121
– –
-1,936
122
– –
-96
123
– –
-28
124
– –
-177
125
– –
-65
3 4
5
6 7