OIM

Oder Investment Management Portfolio holdings

AUM $132M
1-Year Est. Return 34.49%
This Quarter Est. Return
1 Year Est. Return
+34.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
-$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$644K
2 +$637K
3 +$629K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$622K
5
TSLA icon
Tesla
TSLA
+$524K

Top Sells

1 +$3.77M
2 +$3.29M
3 +$1.94M
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$768K
5
NVDA icon
NVIDIA
NVDA
+$466K

Sector Composition

1 Technology 13.46%
2 Consumer Discretionary 12.2%
3 Communication Services 7.82%
4 Healthcare 6.38%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-91,455