OIM

Oder Investment Management Portfolio holdings

AUM $138M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
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
+$1.01M
3
+$781K
4
TSLA icon
Tesla
TSLA
+$570K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$424K

Top Sells

1
+$3.18M
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
176
– –
-400
177
– –
-364
178
– –
-753
179
– –
-8
180
– –
-250
181
– –
-26
182
– –
-287
183
– –
-6
184
– –
-351
185
– –
-70
186
– –
-401
187
– –
-60
188
– –
-334
189
– –
-89
190
– –
-392
191
– –
-1,035
192
– –
-94
193
– –
-117
194
– –
-202
195
– –
-78
196
– –
-272
197
– –
-104
198
– –
-313
199
– –
-107
200
– –
-1,936
6 7
8
9 10